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Wakefield

    Admin / Paraplanner - Wakefield, West Yorkshire, United Kingdom - Lime Search & Select Ltd

    Lime Search & Select Ltd
    Lime Search & Select Ltd Wakefield, West Yorkshire, United Kingdom

    1 week ago

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    Description

    We are currently recruiting for a family practice of one of the UK's leading Chartered Financial Planning firms, specialising in providing sound Financial Advice to both Businesses and Individuals Nationwide, across Wealth / Investment Management, Retirement Planning, Mortgages, Insurance, Estate Planning and Corporate Financial Planning.

    We are seeking an experienced Technical Administrator / Paraplanner who will be responsibe for supporting Financial Advisers of the business from an Administrative poerspective.

    You'll be responsible for supporting 4 Financial Advisers and the Office Manager, specifically you will be responsible for:

    Risk Profiling Reports
    Administration support

    We are seeking somneone within aminimum of 2 years experience in a similar role within the Financial Advice sector, ideally you will be part way to completing your Level 4 Diploma, full study support will be give to the right applicant, so that they are able to complete their Diploma.

    There will be the opportunity for this candidate to move into a more Senior Paraplanning role in the short-term future.

    A great salary is offered, as well as further training and development, as well as a career path into Paraplanning.

    Please include why you would like to be considered for this Apprenticeship
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