Trainee Paraplanner

Recruiter
Anonymous
Location
Leeds
Salary
18000.00 - 22000.00 GBP Annual + Holidays, Pension, Bonus, Parking
Posted
07 Jan 2019
Closes
04 Feb 2019
Sectors
Accountancy
Contract Type
Permanent
Hours
Full Time
Trainee Paraplanner Leeds salary dependent upon experience, and Excellent benefits, including Bonus and Parking

Are you looking to advance your career within the world of Financial Services?

Are you currently a Financial Services Administrator looking to train as a Paraplanner?

Alternatively are you a Graduate, with some exposure to Financial Services, looking for a career?

Then this may be the opportunity for you:

BWD are happy to be currently representing a Leeds based firm who are looking to take on a Trainee Paraplanner.

As a Trainee Paraplanner you will be learning how to prepare suitability letters, issuing letters of authority, managing spreadsheets and undertaking general administration.

You will obtain and maintain detailed client information to support the Financial Advisers, and you will provide an efficient, friendly and professional point of contact for clients and enquiries by telephone, email and in person.

In order to apply for this Trainee Paraplanner job you will need to have the following:

Experience as an Administrator within an IFA practice or Financial Services environment

A Graduate within Business, or Finance, or Financial Services.

Have gained or already studying towards the CII Diploma Qualification

Be highly organised, self - motivated, Methodical and IT proficient.

To find out more please contact Helen Spriggs on (phone number removed)

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