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Paraplanner / Client Administrator Bradford

  • Location

    Bradford

  • Sector:

    Wealth Management

  • Job type:

    Permanent

  • Salary:

    £20000 - £30000 per annum, Benefits: Holidays, Pension, Parking

  • Contact:

    Helen Spriggs

  • Contact email:

    helen.spriggs@bwd-search.co.uk

  • Contact phone:

    01132743000

  • Job ref:

    HSBD

  • Published:

    over 1 year ago

  • Duration:

    n/a

  • Expiry date:

    2017-12-18

  • Startdate:

    ASAP

  • Consultant:

    #

PARAPLANNER / CLIENT ADMINISTRATOR - BRADFORD £20,000 - £30,000 Dependent upon experience
 
 
BWD are delighted to be working in partnership with a highly respected IFA practice in the Bradford area.
Our client appreciates that growth is good, and are now looking to enhance their team, with a new Paraplanner / Client Support Administrator.
They have a number of High Net Worth clients within the Pensions and Investments remit, who need support.
 
This is an opportunity to deal with group private medical, group employee benefits and group pension schemes also; providing clients with support, as well as providing support to the Financial Advisors.
 
 
Duties will include:
 
Undertaking research and valuations, and preparing portfolio packs on behalf of the advisors.
Preparing suitability reports, and any other associated administration.
 
As a successful candidate you will come from a Financial Services background and have a number of years experience of client support administration work.
Ideally experience of writing suitability reports also.
 
In return you will have the opportunity to work within a very supportive working environment, where you will be encouraged to study for Financial Services examinations.
 
There is also the opportunity to train towards being a Financial Advisor if you want it.
 
To find out more with regards to this excellent opportunity please contact Helen Spriggs on 0113 4260775 or email me at apply.a33wmm66aw@bwd-search.aptrack.co