DENHAM WEALTH MANAGEMENT LLP Salary
THE OLD ENGINE SHED CHAPEL STREET BLOXHAM BANBURY OX15 4NB
TIN: OC382758
DENHAM WEALTH MANAGEMENT LLP Premium profile inactive Premium profile inactive
Earnings on positions in DENHAM WEALTH MANAGEMENT LLP
DENHAM WEALTH MANAGEMENT LLP is looking for employees for positions:
paraplanner
Responsibility
- effective management of incoming communication, including post, emails and telephone calls
- answering calls and handling queries professionally, re-directing or taking messages and using initiative to deal with queries
- assisting with business submission including updating client notes; collating client information and liaising with Paraplanners and assisting them as required
- gathering and chasing information from SJP administration centres and external 3rd parties such as life and pension companies
- writing recommendations following adviser’s client advice
- helping advisers and the team with calculations such as pension capacity and Inheritance Tax liability
- continual learning of SJP processes, Denham Wealth Management processes and technical requirements
- any other duties as may reasonably be required for the business
Requirements
- essential
- excellent interpersonal and communication skills
- having achieved or working towards your DipPFS qualification
- excellent team working skills with the ability to work collaboratively and co-operatively with colleagues
- ability to proactively improve processes, procedure and performance to ensure continuous improvement
- experience within St James’s Place Wealth Management, or the financial industry
- very strong organisational and planning skills
- good numeracy and excellent attention to detail
Earnings on positions in DENHAM WEALTH MANAGEMENT LLP
Average salary in this position
Average salary in this position in the country
National average salary
2950 £
Average salary in this company
1916 £