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Assistant Paraplanner

  • £16000 - £18000 per annum, Benefits: Bonus, Pension and exam support

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  • Contact Name |Helen Spriggs

Assistant Paraplanner Huddersfield Salary up to £18,000 excellent benefits including Bonus and Examination support

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


CONTACT US 0113 274 3000