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





For any enquiries please contact us.

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