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Current Vacancies


Investment Administrator/Paraplanner 

An exciting opportunity to work in a small and fast growing investment team.

Role includes:

•             Support and assistance for consultants for all financial planning work

•             Obtaining valuations and preparing new business reports

•             Processing new business and producing client packs

•             Carryout trade instructions

•             Assisting in the investment research for the firm and analysing fund data

•             Developing technical knowledge on pensions and investments and keeping up to date with changes


Required skills and experience

•             Recent and relevant experience in financial services

•             Essential organisation and time management skills

•             Ability to work under pressure to strict deadlines

•             Excellent communication and interpersonal skills

•             Proficient in use of Microsoft Office


To apply, please send an email and covering letter to