DOUGLAS STEERS & COMPANY is looking for employees for positions:
planner
Working hours
full-time | Permanent
Salary
salary
handyperson
Working hours
part-time
full-time | Permanent
Language
english
Responsibility
general Handy Person required for office renovation and ongoing office maintenance
clean Driving Licence/Own Vehicle and Own Tools Required
must be flexible & available at short notice
Salary
salary
independent financial adviser
Working hours
full-time | Permanent
full-time
Responsibility
independent Financial Advisers required for Wealth Management Services Company
this is an exciting opportunity to join our firm as the business rapidly expands
we are looking for newly qualified individuals to join our friendly team, who are approachable, self-motivated and ambitious
the role itself will be advising our existing client base and on-boarding new clients with their financial planning requirements
competitive Salary dependent upon experience
independent Financial Advisers required for Wealth Management Services Company. Ranked as one of the Top 100 Financial Advisers in the country with the FT Adviser Top 100 in 2020, 2021 & 2022
ongoing training and development opportunities
ranked as one of the Top 100 Financial Advisers in the country with the FT Adviser Top 100 in 2020, 2021 & 2022 - This is an exciting opportunity to join our firm as the business rapidly expands
Salary
salary
Education
diploma of Higher Education
financial services administrator
Working hours
full-time | Permanent
full-time
Responsibility
an exciting opportunity to join a rapidly expanding and ambitious financial services company
we are looking for a Financial Services Administrator to provide support to our team of advisers
please note this is a Full Time position, 9am-5pm Monday to Friday
immediate Start Available
financial Services experience is desirable but not essential
dealing with outgoing post
Salary
salary
office junior
Working hours
full-time | Permanent
full-time
Salary
salary
Responsibility
filing, Scanning and Archiving
assisting with the preparation of client files
making outgoing calls to insurance companies to obtain client valuations and information when required
dealing with outgoing post
and other ad hoc duties as and when required
paraplanner
Responsibility
assist with the preparation and organisation of client files and onboarding administration for new clients
support financial adviser with research, analysis, and product comparisons to recommend suitable options
liaise with product providers to obtain relevant client policy details and information
ensure electronic client files are maintained and kept up to date
assist in maintaining a high standard of file organisation and documentation
prepare client valuations, illustrations, and review reports as required
conduct fund research to support client recommendations
compile detailed Suitability Reports to ensure alignment with client needs