Are you looking for an opportunity to progress from an Administrator to a Paraplanner?
Are you a currently a junior Paraplanner looking for more out of your career?
Do you want support with qualifications and the opportunity to grow with a flourishing business?
Then this could be exactly the opportunity for you.
BWD are pleased to working in partnership with a highly successful firm of Financial Advisers who still manage to retain a family feel about them.
Great working environment and support offered if you are looking to make the step from Administrator to Paraplanner.
On a daily basis, the role will include:
- New business processing
- New business pipeline chasing
- Rebalancing client portfolios and fund switching
- Obtaining quotes, key features and research material (file preparation)
- Fund/Model Portfolio comparison reports (fund research)
- Risk Profiling Reports
- Research & Suitability Reports
- Client enquires
In order to apply, you will need to have come from a Financial Services background.
You will need to be experienced in providing admin support to Financial Advisers
Personality is also important, as they are a lively firm.
Qualification wise, my client would be pleased if you are working towards the Level 4 Diploma, however this is not a pre-requisite.
In return you will have the opportunity to work towards Paraplanner status, or alternatively start as a Paraplanner and work towards Adviser status, should you wish.
Full support will be given in terms of putting you through your Financial Services qualifications and excellent benefits are also provided, including 25 days holiday, Pension, potential performance based bonus, as well as parking.
In order to find out more please do not hesitate to contact me on 0113 4260775 or email me at firstname.lastname@example.org