DOUGLAS WHITE  Salary

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47 HEVER DRIVE HALEWOOD LIVERPOOL L26 6LN
TIN: 08001617
Rating of the company
The user's experience with DOUGLAS WHITE is not verified

DOUGLAS WHITE

Earnings on positions in DOUGLAS WHITE

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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
1875 £
53%
2851 £

National average salary

2950 £

Average salary in this company

1875 £