CARTER WEALTH MANAGEMENT  Salary

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THE OLD STABLES 37 IRELAND CRESCENT COOKRIDGE LEEDS LS16 6SY ENGLAND
TIN: 08319830
 Finance and Insurance
Rating of the company

CARTER WEALTH MANAGEMENT
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Earnings on positions in CARTER WEALTH MANAGEMENT

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CARTER WEALTH MANAGEMENT is looking for employees for positions:

paraplanner

  • paraplanner

Working hours

  • full-time

Responsibility

  • providing full paraplanning support to advisers including preparing Financial Plans and Suitability Reports
  • preparation and collation of documentation to support and justify recommendations made
  • management of your own workflows and tasks
  • following existing compliance processes to manage risk whilst maintaining standards to ensure excellent customer outcomes
  • adhering to quality standards and deliver the highest level of client experience

Requirements

  • to provide excellent paraplanning support to the Financial Planners. You will be technically astute with sharp attention to detail and focused upon providing accurate solutions