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Trainee Paraplanner

  • Location

    Leeds

  • Sector:

    Wealth Management

  • Job type:

    Permanent

  • Salary:

    £20000 - £30000 per annum, Benefits: Pension, Holidays, Parking

  • Contact:

    Helen Spriggs

  • Contact email:

    helen.spriggs@bwd-search.co.uk

  • Contact phone:

    01132743000

  • Job ref:

    HS9163

  • Published:

    about 1 year ago

  • Duration:

    n/a

  • Expiry date:

    2018-08-06

  • Startdate:

    ASAP

  • Consultant:

    #

Trainee Paraplanner Leeds Salary up to £26k and Excellent benefits 

 

Are you looking to advance your career within the world of Financial Services?

Are you currently a Financial Services Administrator looking to train as a Paraplanner?

Would the role of Trainee Paraplanner appeal to you?


BWD are currently representing a Leeds based firm who are looking to take on a Trainee Paraplanner.

This is due to extra work that the company have acquired, and through natural growth of their current staff.

As a Trainee Paraplanner you will be learning how to prepare suitability letters, issuing letters of authority, managing spreadsheets and undertaking general administration. 

You will obtain and maintain detailed client information to support the Financial Advisers, and you will provide an efficient, friendly and professional point of contact for clients and enquiries by telephone, email and in person. 


In order to apply for this Trainee Paraplanner job you will need to have the following:

Experience as an Administrator within an IFA practice

Have gained or already studying towards the CII Diploma Qualification

Be highly organised, self – motivated, Methodical and IT proficient.

To find out more please contact Helen Spriggs on 0113 4260775 or email your cv to apply.a33wmm8qd1@bwd-search.aptrack.co