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Trainee Paraplanner

  • Location


  • Sector:

    Wealth Management

  • Job type:


  • Salary:

    £20000 - £28000 per annum, Benefits: PENSION, HOLIDAYS, BONUS POTENTIAL

  • Contact:

    Helen Spriggs

  • Contact email:


  • Contact phone:


  • Job ref:


  • Published:

    about 1 year ago

  • Duration:


  • Expiry date:


  • Startdate:


Trainee Paraplanner - Leeds Salary £20,000 - £28,000 dependent upon level of experience + excellent Benefits including potential to earn bonus.

Are you a Financial Services Administrator looking for your next career move?
Would you like to learn and develop the skill set and experience of a Paraplanner?
Do you want to become fully qualified and competent?

Then this could be the opportunity for you.....

BWD are happy to be working in partnership with a successful and well respected Wealth Management firms in Leeds, who are looking to grow the Administration / Paraplanning team.
As previously mentioned if you are currently an IFA Administrator, then this could be perfect for you.

Throughout the process of learning to be a Paraplanner, you will have an excellent opportunity to:
  • Shadow the work of a Paraplanner and Senior Paraplanner.
  • Learn research and analytical skills and how to present conclusions via basic report writing.
  • Assist with the preparation of documentation and illustrations for meetings and reports.
  • Attend soft skills training where appropriate.
  • Build on technical and product/provider knowledge of the market.
In order to apply for this Trainee Paraplanner role you will required to:

  • Demonstrate an aptitude for study and a commitment to continuous learning.
  • Come from a Financial services Administrative related role
  • Show excellent communication skills and a real interest within Financial Services.

If you have all of this and more, you will have a fantastic opportunity to learn to be a fully fledged Paraplanner, become fully qualified and grow with a company who do like to progress their staff.

In order to apply please contact Helen Spriggs on 0113 4260775.