ACCELERATE TEAM in Oakham Salary
PORTFOLIAN HOUSE 30 MELTON ROAD OAKHAM LE15 6AY ENGLAND
ACCELERATE TEAM Premium profile inactive Premium profile inactive
Earnings on positions in ACCELERATE TEAM
ACCELERATE TEAM is looking for employees for positions:
paraplanner
Education
- GCSE or equivalent
Requirements
- proven experience in a paraplanning role within a financial planning firm
- experience using a wide range of provider products and services
- demonstrated ability to work with templated and bespoke suitability reports
- excellent verbal and written communication, with the ability to simplify complex concepts for varied audiences
- proven ability to manage and prioritise workloads, juggle competing tasks, and meet deadlines
- high-quality report writing, free from jargon, with attention to grammar and structure
- effective collaboration in a team-oriented environment
- excellent interpersonal skills
Responsibility
- administrative Support: Provide comprehensive administrative support to the paraplanning team, including document management, data entry, and client communications
- trainee Paraplanning: Assist in the preparation of financial reports, research, and analysis under the guidance of experienced paraplanners
- client Liaison: Maintain regular communication with clients to ensure smooth service delivery and address any queries promptly
- compliance Support: Assist in ensuring all processes adhere to regulatory requirements and company policies
- continuous Learning: Engage in ongoing professional development, including studying for R0 exams and attending training sessions
- incorporate bespoke, personalised explanations as needed, beyond standard templates
- ensure adherence to Conduct Risk standards, FCA rules, regulatory requirements and company policies and procedures
- maintain accurate and up-to-date CPD records
Earnings on positions in ACCELERATE TEAM
Average salary in this position
Average salary in this position in the country
National average salary
2950 £
Average salary in this company
2291 £