CILBENRICK  Salary

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6 SOUTHGATE ROAD SOUTHGATE SWANSEA SA3 2BT
TIN: 05041177
 Finance and Insurance
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CILBENRICK
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Earnings on positions in CILBENRICK

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CILBENRICK is looking for employees for positions:

paraplanner

  • paraplanner

Working hours

  • full-time | Part-time

Responsibility

  • assisting advisers in the creation and implementation of a client’s financial plan, including ongoing reviews
  • research & analysis
  • report writing – suitability reports

Requirements

  • study & learning opportunities will be facilitated in the role
  • cashcalc / Prestwood - Cashflow modelling, Monte Carlo reports
  • cashcalc / Prestwood - Cashflow modelling
  • morningstar AWS - Risk rofiling, portfolio analysis
  • morningstar Adviser WorkStation - Risk rofiling, portfolio analysis
  • O&M Profiler - Product analysis/comparison, portfolio analysis
  • assureweb - Protection quotes
  • in the Regulated Qualifications Framework, a Level 3 qualification is the minimum requirement, with Level 4 or higher preferred. Study & learning opportunities will be facilitated in the role