Working in collaboration with Financial Advisers, admin and other colleagues, the successful candidate will assist in preparing recommendations and producing suitability reports in line with company policy, including preparing and maintaining client records.
Avanti Personnel have the perfect opportunity for you.
Are you an experienced Paraplanner looking for a new challenge
Perhaps you are looking to build a career within a well established, highly reputable organisation?
You will form a key part of this transformation, enabling our capacity to deliver on digital tools, technology and trends, which is focussed on meeting both the current needs of our businesses customers, business partners and internal users as well as planning for the future.
We are looking for a Technical Business Partner to join us as we continue our journey and period of significant change to become digitally integrated and joined up across our platform.
Our Technical Business Partner is a critical role, accountable for the end-to-end IT solutions supporting our businesses.
Our client is a leading player in their field with over 400 financial advisers working under their umbrella, they offer a supportive working environment and embrace some of the best technology in the marketplace.
Here at BWD we are partnered with a business who can offer you just that.
Are you an existing financial advisor considering a change
Are you possibly looking for something different, perhaps autonomy, better earnings, flexible working or the opportunity to build something yourself?
Are you a graduate with some demonstrated customer service and administrative experience?
Are you looking for a company that will allow you to apply the skills you have learnt throughout your degree to build a long-term career?
Maybe you already have some strong experience of working in an administrative role, or within insurance, but can't see any future prospect for progression.
You may be an ambitious part-qualified accountant, or maybe you're already qualified but looking for a new challenge in a dynamic and fast-growing business.
Are you ready to take the next step in your career and professional development?
The role has come about due to the rapid growth of the company, and the finance team alone has more than doubled in size in the last 3 years.