£18000 - £25000 per annum, Benefits: Pension, Holidays, Parking
8 months ago
BWD are currently working in partnership with an award winning, established and successful Financial Services organisation
Due to continued growth, they are looking for an ambitious Financial Planning Assistant to join the team.
This is both an exciting and challenging opportunity to work as a Financial Services support professional on behalf of a professional, fun and friendly advisory organisation.
On a daily basis you will:
Work closely with a team of advisers coordinating cases, producing illustrations, basic research and ensuring that all case submissions are correct and compliant.
Liaise closely with the advisers, providers and other internal and external stakeholders.
In order to apply you will need the following:
Experience of providing support in an advisory setting.
Be well organised, with a keen eye for detail and be able to work within set guidelines.
Progress towards Diploma is preferred and study support could be available for the right individuals.
Excellent salary and benefits on offer and the potential to study towards Financial Services examinations.
Please call Helen Spriggs on 0113 4260775 in order to find out more.