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Financial Adviser Support Administrator / Paraplanner

  • Location

    Halifax

  • Sector:

    Wealth Management

  • Job type:

    Permanent

  • Salary:

    £25000 - £40000 per annum, Benefits: PENSION, HOLIDAYS, BONUS, PARKING

  • Contact:

    Helen Spriggs

  • Contact email:

    helen.spriggs@bwd-search.co.uk

  • Contact phone:

    01132743000

  • Job ref:

    HS8835

  • Published:

    about 1 year ago

  • Duration:

    n/a

  • Expiry date:

    2018-03-21

  • Startdate:

    ASAP

  • Consultant:

    #

Financial Adviser Support Administrator / Paraplanner Halifax Salary between £25,000 and £40,000 dependent upon experience

Benefits include: FREE PARKING, flexi - time, Exam support to chartered status, Pension, Holidays, Bonus

BWD are pleased to be working in partnership with a Halifax based firm who are currently looking to expand upon their existing Administration / Paraplanning team.

  • Are you an experienced Administrator in providing IFA / Adviser support and looking for something with a little bit more to offer?
  • Are you looking to branch out into Paraplanning but just not getting the exposure you want?
  • Are you currently a Paraplanner and looking for the path to becoming an IFA?

Then this could be the ideal opportunity for you.

  • On a daily basis you will be undertaking valuable research
  • Suitability reports for a whole host of products, particularly from a Pensions perspective
  • Having an excellent working relationship with the advisers, and getting in front of clients.

Our client appreciates that there is a whole variety of talent in the current market and is happy to look at you if you are an:
  • Experienced Financial Services Administrator, who is looking to step up to fully fledged Paraplanner.
  • Alternatively you may be a Level 4 qualified Paraplanner who is ideally looking to be put on the path to becoming an IFA.
  • Or a Praplanner looking to expand upon your technical capabilities and take on extra responsibilities.

In return you will have the opportunity to work in a nurturing and productive environment, within a company who are growing with opportunities for the future, and who do like to promote from within.


You could become a fully fledged Paraplanner, if that’s what you want.

Or alternatively you could look at the Managerial / Supervisory route.
Or you could work towards becoming a Financial Adviser.


Full support is given to study Financial Services examinations up to Chartered status.

There is an excellent salary on offer dependent upon experience, as well as a whole host of benefits including:


Pension


Free Parking


Flexi Time


Holidays


Full Examination support 

In order to apply please contact Helen Spriggs on 0113 4260775 or email your cv to apply.a33wmm772x@bwd-search.aptrack.co