ASPIRA CORPORATE SOLUTIONS Salary
UNIT 5 MANOR FARM AUST BRISTOL BS35 4AT UNITED KINGDOM
TIN: 07839452
ASPIRA CORPORATE SOLUTIONS Premium profile inactive Premium profile inactive
Earnings on positions in ASPIRA CORPORATE SOLUTIONS
Estimated salary
£ 2208
Median salary at ASPIRA CORPORATE SOLUTIONS
£ 2083 Lowest salary
£ 2458 The average salary
£ 3333 Highest salary
Do you believe that workers at ASPIRA CORPORATE SOLUTIONS are paid fairly?
ASPIRA CORPORATE SOLUTIONS is looking for employees for positions:
paraplanner
Language
- english
Requirements
- ideally, Diploma in Financial Planning
- 2-year minimum experience working in Financial Services
- experience within Financial Services administration or a similar environment
- experience of working with IT systems that support this service
- experience in a Paraplanning role in a similar environment. Experience of working with IT systems that support this service
- good technical knowledge and understanding of FCA COB rules
- previous regulatory or financial industry experience
- ability to liaise with colleagues and clients in an articulate and pleasant manner
Responsibility
- to draft suitability reports with guidance from the Financial Planner, in accordance with all compliance and departmental requirements
- analysing and carrying out research for basic reports
- undertaking basic tax calculations to support the paraplanning team
- writing basic suitability reports
- thoroughly review any file submitted and identify any items that require remedial action
- ensure adherence to the documented processes and data quality standards, specifically, ensuring electronic client files in IO are updated correctly and in a timely manner in accordance with the standards in place
- to run own case load efficiently and keep all own case records and files up to date and to departmental required standards
- manage workloads as required and liaise with Line Manager to highlight over/under capacity. Ensuring relevant workflows are kept up to date to accurately reflect workflow
Earnings on positions in ASPIRA CORPORATE SOLUTIONS
Average salary in this position
Average salary in this position in the country
National average salary
2950 £
Average salary in this company
2458 £