£25000 - £40000 per annum, Benefits: Pension, Parking, Bonus potential
over 1 year ago
BWD are delighted to be working in partnership with a dedicated team of Financial Advisors, who specialise in retirement planning.
Due to major growth within the business and a growing influx of Pensions Transfer work they are now looking to recruit an additional Paraplanner to their team.
This is a particularly good time to join the firm, as the work will be varied and well rewarded.
As a successful candidate the key purpose of the role will be to research, analyse and compile Financial reports.
You will also be responsible for initiating and maintaining contact with new and existing clients.
You will work in conjunction with the Financial Advisors and provide financial advice and on-going service to prospective and existing clients.
You will search, analyse and compile Financial suitability reports.
As well as handling existing client queries wherever possible.
In order to apply you will need to have experience of working as a Paraplanner, within an IFA practice.
Salary will be very much be in line with your experience, with potential for earning bonus also.
Feel free to call Helen Spriggs at BWD on 0113 4260775 or email me at email@example.com