Paraplanner / Client Administrator Bradford

Recruiter
BWD Search & Selection
Location
Bradford
Posted
12 Jan 2018
Closes
13 Feb 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
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 or email me at apply.a33wmm6l3u@bwd-search.aptrack.co