ALMOND FINANCIAL Salary

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4 reviews in total
  Lincoln
UNIT E1A, GROUND FLOOR THE POINT WEAVER ROAD LINCOLN LN6 3QN ENGLAND
TIN: 10318241
  Finance and Insurance
Rating of the company
based on 0 evaluations
4 reviews in total

Earnings on positions in ALMOND FINANCIAL

ALMOND FINANCIAL is looking for employees for positions:

paraplanner

Working hours

  • full-time

Responsibility

  • focus on developing client relationships through excellent ongoing support
  • provide excellent client communication at all times
  • preparation of presentations and other documents for client meetings and reviews
  • assisting with the preparation of advice letters and financial plans
  • managing the ongoing industry and market updates to clients
  • obtain illustrations, related documentation and forms to support suitability reports
  • provide all types of research necessary
  • be an efficient, friendly and professional point of contact for clients and enquiries by telephone, email and in person

Requirements

  • 1 Years administration experience
  • you need to be organised, with an eye for detail
  • administrative: 1 year
  • excellent customer service: telephone and email communication and interpersonal skills are also required along with IT proficiency

experienced paraplanner

Working hours

  • full-time

Salary

  • salary

Responsibility

  • managing incoming new business across multiple products, within a team
  • processing of new business from obtaining quotations, sending applications, monitoring progress and chasing through to completion
  • product research and comparison using relevant computer software
  • making up and maintaining client permanent files
  • dealing with work arising from daily post and ensuring client reviews are met within timescales required
  • booking appointments and interview rooms where necessary
  • ensuring client files are compliant and include current money laundering documents
  • prepare applications including obtaining Key Features, Illustrations and Fund Fact Sheets ready for FPM appointments

Requirements

  • at least 3 full years' work of Paraplanning experience
  • experience with Xplan
  • diploma Qualified
  • incredibly organised, with an eye for detail
  • exceptional customer service: telephone and email communication and interpersonal skills are also required along with IT proficiency

senior paraplanner

Education

  • diploma of Higher Education

Responsibility

  • managing incoming new business across multiple products, within a team
  • processing of new business from obtaining quotations, sending applications, monitoring progress and chasing through to completion
  • product research and comparison using relevant computer software
  • making up and maintaining client permanent files
  • dealing with work arising from daily post and ensuring client reviews are met within timescales required
  • booking appointments and interview rooms where necessary
  • ensuring client files are compliant and include current money laundering documents
  • prepare applications including obtaining Key Features, Illustrations and Fund Fact Sheets ready for FPM appointments

Requirements

  • at least 3 full years' of Paraplanning experience, skilled in replacement advice
  • experience with Xplan
  • diploma Qualified
  • incredibly organised, with an eye for detail
  • paraplanning: 3 years
  • exceptional customer service: telephone and email communication and interpersonal skills are also required along with IT proficiency
  • lincoln: reliably commute or plan to relocate before starting work

Changes in earnings for the position senior paraplanner

0500 £1K £1.5K £2K £2.5K £
0500 £1K £1.5K £2K £2.5K £3K £
2023
2024
2025

Data based on job offers published by the company

Earnings on positions in ALMOND FINANCIAL

Average salary in this position
Average salary in this position in the country
senior paraplanner
2916 £
17%
3401 £

National average salary

2950 £

Average salary in this company

2624 £