Earnings on positions in BOND AUTOMOTIVE RECRUITMENT
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Estimated salary
£ 1916
Median salary at BOND AUTOMOTIVE RECRUITMENT
£ 1400Lowest salary
£ 2089The average salary
£ 4166Highest salary
Do you believe that workers at BOND AUTOMOTIVE RECRUITMENT are paid fairly?
BOND AUTOMOTIVE RECRUITMENT is looking for employees for positions:
paraplanner
paraplanner
ifa administrator
deputy manager
activities coordinator
deputy care home manager
property manager
paralegal
lettings negotiator
insurance advisor
customer service advisor
Working hours
full-time
Responsibility
due to their continued expansion, they are looking to recruit an additional Paraplanner to join their busy team
maintain an ongoing relationship with the clients, keeping them informed, answering queries and arranging review meetings
prepare clear investment strategy, mandate, and recommendation reports, ensuring adherence with regulatory standards for review by the Wealth Strategist
our client, an award-winning financial planning practice, base near Altrincham specialises in providing high-quality financial planning advice to business owners, professionals and high net worth individuals
effectively use research and planning systems such as FE Analytics, Cashcalc and wrap platforms such as Elevate
be responsible for ensuring that recommendations are fully implemented in a timely manner
attend client meetings alongside Wealth Strategists, create meeting minutes which accurately reflect the information gathered to fully document a client’s financial needs and objectives
maintain up-to-date knowledge of the industry, compliance, and regulatory developments
Requirements
highly organised, methodical, and disciplined, your inbox never gets full
Earnings on positions in BOND AUTOMOTIVE RECRUITMENT