D. A. CALDER in Glasgow Salary
75 BOTHWELL STREET GLASGOW G2 6TS
TIN: SC205231
D. A. CALDER Premium profile inactive Premium profile inactive
Earnings on positions in D. A. CALDER
D. A. CALDER is looking for employees for positions:
paraplanner
Responsibility
- assist in the preparation of financial plans and investment proposals for clients
- conduct thorough research and analysis of financial products and services to support advisers' recommendations
- draft detailed reports and documentation, ensuring accuracy and compliance with regulatory standards
- maintain accurate records of client interactions and transactions within the office systems
- utilise Outlook for scheduling meetings, managing correspondence, and facilitating communication within the team
- provide administrative support to financial advisers, including managing calendars and preparing meeting agendas
- collaborate with team members to ensure a seamless client experience throughout the financial planning process
- stay updated on industry trends, regulations, and best practices in financial services
Earnings on positions in D. A. CALDER
Average salary in this position
Average salary in this position in the country
National average salary
2950 £
Average salary in this company
3333 £