CAREERSAT Salary
SUITE 9, ROCKFIELD HOUSE 512 DARWEN ROAD BROMLEY CROSS BOLTON BL7 9DX ENGLAND
TIN: 08391420
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Earnings on positions in CAREERSAT
CAREERSAT is looking for employees for positions:
senior paraplanner
Salary
- salary
Responsibility
- the successful candidate will be responsible for providing excellent paraplanning support to the financial advisors alongside supervising the paraplanning team
- supervise the paraplanning team, monitor workflows and quality of output
- mentoring/Training/Support of Paraplanning staff
- support the Financial Planners with research and analysis to meet client needs and objectives
- prepare Financial Plans and Suitability Reports
- in order to be successful and meet the organisations demands, you will need to be able to work independently and lead the paraplanning team
- prepare and collate documentation to support the recommendation and justify the provider and product recommended
- manage your own workflows and tasks
Requirements
- you will hold the Diploma Level 4 qualification and have a desire to achieve Chartered
- you will have a minimum of 3 years experience in a similar position
- good understanding of the financial planning process and associated compliance aspects
- driven and focused with the ability to complete tasks under pressure on time and right first time
- experience of report writing and conducting investment and product market research
- technically proficient across all areas of financial planning, especially pensions
- used to dealing with high net worth clients
- you will have knowledge of VCT’s, EIS, IHT Planning and Pension Crystallisation options
Earnings on positions in CAREERSAT
Average salary in this position
Average salary in this position in the country
National average salary
2950 £
Average salary in this company
3333 £