A & J WEALTH MANAGEMENT Salary
SAWFORDS BIGFRITH LANE COOKHAM DEAN MAIDENHEAD SL6 9PH ENGLAND
TIN: 05105933
A & J WEALTH MANAGEMENT Premium profile inactive Premium profile inactive
Earnings on positions in A & J WEALTH MANAGEMENT
A & J WEALTH MANAGEMENT is looking for employees for positions:
paraplanner
Responsibility
- analysis - full analysis of clients’ requirements, development of cash flow models and accurate recording of client data
- relationship Building - liaison with clients by telephone, letter, email
- partners - working with other professional advisers eg. solicitors and accountants to obtain information to assist in your planning solutions
- solutions - construction of financial planning solutions supported by the production of computer models and reports
- recommendations - preparation of letters and reports , taking full responsibility for the client files and back-office IT records throughout the advice process
- reviews - preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models
- coordination - working with administrative staff to ensure application and provider forms are prepared as required and clients are updated throughout the process
Requirements
- level 4 Diploma in Financial Planning
- excellent interpersonal skills
- strong written and verbal communication
- ability to effectively organise their own time and work to deadlines
- accuracy and attention to detail
- able to think creatively
- excellent IT skills
Earnings on positions in A & J WEALTH MANAGEMENT
Average salary in this position
Average salary in this position in the country
National average salary
2950 £
Average salary in this company
3333 £