£16000 - £18000 per annum, Benefits: Bonus, Pension and exam support
0113 274 3000
5 months ago
BWD are pleased to be working in partnership with a successful Financial Planning firm in the Huddersfield area, who are currently looking to recruit an Assistant Paraplanner.
It's an opportunity to work in a fun and friendly environment, and to work closely with the Paraplanning team and be able to support them with a host of duties.
This is an ideal role if you are looking to be a Paraplanner in the future. You will gain an excellent grounding and have the opportunity to undertake examinations and be supported thoroughly.
The role will involve:
Providing support with Letters of Authority
Chasing any missing information for Paraplanners and Advisers
Assisting with Pension Switches
Confirming appointments and diary management.
To be successful you will need:
Previous experience within a Financial Services environment
A basic understanding of Pensions & Investments
Previous experience of completing Letters of Authority and Valuations
A willingness to learn and a passion for Financial Services
This role is a great stepping stone if you are looking to progress from Administration into a more Paraplanning orientated role, with a company who can seriously develop your career.
In order to apply please contact Helen Spriggs on 0113 4260775