as our team continues to grow, we are looking for a new apprentice to join us at our Wakefield head office
many of our previous apprentices have stayed on with us after their courses have ended to continue their progression
role profile
if you are interested in a career in financial services, then this is a great opportunity to learn more about the industry whilst working for a national Chartered firm
reporting to: Adviser Support Supervisor
to work closely with the Adviser Support Supervisor to assist the smooth running of the Client Services department and the business as a whole
skills and Qualifications
paraplanner
Responsibility
maintain accurate information within the firm’s Client Management System
liaising with the Client Services department on ad-hoc queries to ensure a continuous, high-quality service is provided to BBT’s clients
preparing and maintaining client files
present a positive image of the BBT Group in all dealings with advisers, clients, product providers and the public in general