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Trainee Paraplanner Leeds

  • Location


  • Sector:

    Wealth Management

  • Job type:


  • Salary:

    £18000 - £24000 per annum, Benefits: Pension, Holiday, Access to Parking

  • Contact:

    Helen Spriggs

  • Contact email:


  • Contact phone:


  • Job ref:


  • Published:

    over 1 year ago

  • Duration:


  • Expiry date:


  • Startdate:


  • Consultant:


Trainee Paraplanner - Leeds Salary Circa £18 - £24k dependent upon experience, excellent benefits including access to parking
BWD are delighted to be working in partnership with an IFA practice, who are currently looking to add a Trainee Paraplanner to their existing team.
This is an excellent opportunity if you are currently an IFA Administrator, looking to progress to a being a fully- fledged Paraplanner.
This practice has an exceptional track record and is well equipped to get you on the right track to becoming a Paraplanner.
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 Financial Services Support Administrator within an IFA practice.
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
Most importantly, as well as solid Admin support experience within an IFA practice, you must have the desire to become a fully - fledged Paraplanner.
You must also be able to drive, and free parking will be provided.
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.
In order to apply please contact Helen Spriggs on 0113 4260775 or email your cv to apply.a33wmm6m97@bwd-search.aptrack.co