CLEAR VIEW FINANCIAL SERVICES Salary
CAMPBELL PARKER PACIFIC HOUSE IMPERIAL WAY READING RG2 0TF UNITED KINGDOM
TIN: 05972253
CLEAR VIEW FINANCIAL SERVICES Premium profile inactive Premium profile inactive
Earnings on positions in CLEAR VIEW FINANCIAL SERVICES
CLEAR VIEW FINANCIAL SERVICES is looking for employees for positions:
technical administrator
Responsibility
- analyse and evaluate client financial information to assist in the development of comprehensive financial plans
- create cash flow models and projections to support financial planning
- assist Financial Advisers in preparing detailed reports summarising financial plans, investment performance, and recommendations
- collaborate with the advisory team to ensure the accuracy and suitability of financial plans
- prepare necessary paperwork for client meetings and presentation
- ability to handle urgent client queries in the absence of the adviser
- stay up to date with industry regulations and compliance requirements
- ensure all financial plans and documentation adhere to regulatory standards
Requirements
- previous experience in a financial planning or wealth management firm
- minimum 2 years
- knowledge & experience of wide range of financial services products
- confidence in determining the advice journey
- strong analytical skills with attention to detail
- excellent written and verbal communication skills
- ability to prioritize tasks and manage time effectively
- professional demeanour with a strong work ethic
Earnings on positions in CLEAR VIEW FINANCIAL SERVICES
Average salary in this position
Average salary in this position in the country
National average salary
2950 £
Average salary in this company
2916 £