7 months ago
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?
Alternatively are you a Graduate, with some exposure to Financial Services, looking for a career within Paraplanning?
Then this may be the opportunity for you:
BWD are working in close partnership with a London based firm who are looking to take on a number of Trainee Paraplanners.
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:
The ability to demonstrate a genuine interest in Financial Planning.
Experience as an Administrator within an IFA practice
A Graduate within Business, or Finance, or Financial Services.
Have gained or already studying towards the CII Diploma Qualification.
Demonstrate an aptitude for study and a commitment to continuous learning.
Be highly organised, self – motivated, Methodical and IT proficient.
To find out more please contact Helen Spriggs on 0113 4260775