BURFIELDS HOUSE WEALTH MANAGEMENT in Goudhurst Salary
BURFIELDS HOUSE THE PLAIN GOUDHURST TN17 1AD UNITED KINGDOM
TIN: 11011315
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Earnings on positions in BURFIELDS HOUSE WEALTH MANAGEMENT
BURFIELDS HOUSE WEALTH MANAGEMENT is looking for employees for positions:
paraplanner
Responsibility
- assist the paraplanning team with various administrative tasks, including but not limited to data entry, file management, and document preparation
- work closely with financial advisers, paraplanners, and other team members to provide seamless support and deliver outstanding client service
- identify opportunities for process improvement and contribute ideas to enhance the efficiency and effectiveness of the paraplanning department
- maintain client records, ensuring confidentiality and accuracy of information in accordance with data protection policies
- collaborate with financial product providers, platforms, and custodians to request and obtain required information and documentation
- conducting research, analysing data to support the financial advisers and paraplanners in ongoing advice
- documenting ongoing advice and preparing accurate and comprehensive reports, based on the information provided by paraplanners and financial advisers
- ensure all documentation and processes adhere to regulatory standards and internal compliance guidelines
Requirements
- at least 1 years’ experience in an administrative role with Financial Services
- attention to detail is paramount to ensure accuracy in reports and documentation
- strong organizational and time management skills are necessary to effectively handle multiple tasks and prioritise
- A collaborative approach to work, flexibility, and a willingness to support team members when required are valued traits
- exceptional written and verbal communication skills are essential for conveying information clearly and professionally
- excellent numeracy skills are also essential
- demonstrated commitment to upholding high ethical standards and handling sensitive information with confidentiality is expected
- excellent telephone etiquette is important, as calls to providers/ advisers will form part of this role
Earnings on positions in BURFIELDS HOUSE WEALTH MANAGEMENT
Average salary in this position
Average salary in this position in the country
National average salary
2950 £
Average salary in this company
2333 £