£28000 - £35000 per annum, Benefits: 25 Days holiday, Pension, Parking
over 1 year ago
BWD are delighted to be working in partnership with an IFA practise, who are currently looking to add a Paraplanner to their existing team.
This is a fantastic opportunity to support professionally qualified Independent Financial Advisers.
The Advisers offer an independent, personal and proactive advisory service to clients, they will typically provide advice on the full range of financial planning services such as, Pensions, Investments and Protection products.
This is an excellent opportunity if you are looking for a career, with a firm who will invest in your future.
As a successful candidate you will be;
Working closely with the Financial Advisors, clients and other team members.
You will be responsible for assisting the Advisers in achieving and where possible exceeding their annual objectives.
The key purpose of the role is to research, analyse and compile Financial suitability reports.
In order to apply you will need to have experience of working as a Paraplanner, within an IFA practice.
Have a proven track record in compiling suitability reports.
Excellent interpersonal skills and telephone manner, as well as a proven track record of organisational and administrative planning skills
Good knowledge of Microsoft Office
Accurate keyboard skills
In return you will have the opportunity to work for a firm who are going places, however do retain that family feel as well.
You will receive a competitive salary commensurate with your experience, as well as a whole host of benefits and the opportunity to progress your career within Financial Services, if you so wish.
In order to find out more please do not hesitate to contact myself, Helen Spriggs on 0113 4260775 or email your cv to firstname.lastname@example.org