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Assistant Paraplanner

  • £24000 - £28000 per annum, Benefits: Pension, Holidays, Parking

  • Ref

    HSLeeds2

  • Contact Name |Helen Spriggs

Assistant Paraplanner Leeds, Salary up to £28,000 dependent upon experience, and excellent benefits including Parking

BWD are currently working in partnership with an established and successful Wealth Management firm in the Leeds area.
Due to continued growth, they are looking for an Assistant Paraplanner to join the team.

This is an ideal opportunity if you are not quite a Paraplanner, however looking very much to progress. 

This is both an exciting and challenging opportunity to support the Financial Advisers in day to day activities, including:

  • Providing the necessary support to a team of Financial Advisers and Paraplanners for Pensions and Investment products
  • Preparing letters of authority and suitability letters
  • Checking that all suitability report templates meet the right standard
  • Maintaining all records and ensuring compliance standards are met.
 

In order to apply you will need to have demonstrated the following skills and experience:
  • Experience of working within an IFA practice within an Administrative support post
  • And experience of suitability report writing or checking them
  • Experience within both Pensions and Investment products
 

In return you will receive:
  • A salary of up to £28.000
  • Excellent benefits including parking
  • Structured training support
  • The opportunity to become a fully-fledged Paraplanner
 

In order to apply please contact Helen Spriggs on 0113 4260775

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CONTACT US 0113 274 3000