ALMOND FINANCIAL in Lincoln Salary

UNIT E1A, GROUND FLOOR THE POINT WEAVER ROAD LINCOLN LN6 3QN ENGLAND
TIN: 10318241

ALMOND FINANCIAL
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Earnings on positions in ALMOND FINANCIAL

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Estimated salary

£ 2624

Median salary at ALMOND FINANCIAL

£ 1916 Lowest salary
£ 2520 The average salary
£ 2916 Highest salary

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ALMOND FINANCIAL is looking for employees for positions:

senior paraplanner

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
  • pension Switch Report Writting: 3 years
  • exceptional customer service: telephone and email communication and interpersonal skills are also required along with IT proficiency

Earnings on positions in ALMOND FINANCIAL

Average salary in this position
Average salary in this position in the country
2916 £
25%
3630 £

National average salary

2950 £

Average salary in this company

2520 £