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Paraplanner

  • Location

    Trowbridge

  • Sector:

    Wealth Management

  • Job type:

    Permanent

  • Salary:

    £30000 - £45000 per annum

  • Contact:

    Alex Cranford

  • Contact email:

    alex.cranford@bwd-search.co.uk

  • Contact phone:

    0113 274 3000

  • Job ref:

    AC090819/TBG

  • Published:

    2 months ago

  • Duration:

    n/a

  • Expiry date:

    2019-09-06

  • Startdate:

    2019-08-09

  • Consultant:

    #

Paraplanner, Trowbridge, Salary £30,000 - £45,000 Dependent on experience
Excellent Benefits including Parking and Bonus potential
  • Are you a 'career paraplanner' looking for a succession plan?
  • Are you looking for more challenging work, greater client contact, and to receive greater reward and recognition for your efforts?
  • Do you feel at the top of your game in your current firm, and are looking to progress down the Chartered route?
BWD are pleased to be working in partnership with a major Financial firm who have a very successful Wealth Management arm.
Due to internal progression and  growth, they are looking for a number of Paraplanners to join the team. 

On a daily basis the role will incorporate:
  • Supporting the Directors and Advisers with suitability reports
  • Attending client meetings, performing technical research and communicating with clients.
  • Building strong working relationships and supporting colleagues across the wider offices in the region
In order to apply you will need to have:
  • Experience of supporting Financial Advisers with research and suitability reports
  • Ideally Level 4 Diploma qualified, or working towards
This opportunity will give you:
  • A package of up to £45,000 (dependent upon experience)
  • Structured support with future qualifications
  • Progression opportunities