DOUGLAS WHITE Salary
47 HEVER DRIVE HALEWOOD LIVERPOOL L26 6LN
TIN: 08001617
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Earnings on positions in DOUGLAS WHITE
DOUGLAS WHITE is looking for employees for positions:
paraplanner
Responsibility
- we are seeking a motivated and detail-oriented individual to join our team as a Junior Paraplanner
- assist senior paraplanner in preparing and maintaining client files
- conduct research on financial products, investment strategies, and market trends
- prepare suitability reports and financial planning documents
- liaise with clients to gather necessary information and clarify details
- support the implementation of financial plans and strategies
- stay updated on industry regulations and compliance standards
- collaborate with team members to ensure efficient workflow and client satisfaction
Requirements
- strong analytical skills and attention to detail
- excellent communication and interpersonal skills
- A high standard of written communication
- ability to work effectively both independently and as part of a team
- A desire to learn and develop within the role
- ideally at least part-qualified in or working towards a relevant financial services qualification
- knowledge of FCA regulations and compliance standards
Earnings on positions in DOUGLAS WHITE
Average salary in this position
Average salary in this position in the country
National average salary
2950 £
Average salary in this company
1875 £