Financial Adviser Support A...

Financial Adviser Support Administrator / Paraplanner

Job Title: Financial Adviser Support Administrator / Paraplanner
Contract Type: Permanent
Location: Halifax
Salary: £25000 - £40000 per annum, Benefits: PENSION, HOLIDAYS, BONUS, PARKING
Start Date: ASAP
Reference: HS8835
Contact Name: Helen Spriggs
Contact Email:
Job Published: February 21, 2018 16:59

Job Description

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:


Free Parking

Flexi Time


Full Examination support 

In order to apply please contact Helen Spriggs on 0113 4260775 or email your cv to