EIGHTY EIGHT WEALTH MANAGEMENT Salary

Rating of the company
based on 0 evaluations
5 reviews in total
  Eastbourne
SUITE 11 CHARTER HOUSE 1 SOUTHDOWN BUSINESS PARK COURTLANDS ROAD EASTBOURNE BN22 8UY ENGLAND
TIN: 13940119
  Finance and Insurance
Rating of the company
based on 0 evaluations
5 reviews in total

Earnings on positions in EIGHTY EIGHT WEALTH MANAGEMENT

Estimated salary

£ 2333

Median salary at EIGHTY EIGHT WEALTH MANAGEMENT

£ 2083 Lowest salary
£ 2312 The average salary
£ 2500 Highest salary

EIGHTY EIGHT WEALTH MANAGEMENT is looking for employees for positions:

personal tax senior

Working hours

  • full-time | Permanent

Responsibility

  • there will be some occasional requirement to work from our Whiteley office too
  • being part of Eight, is like being part of a big family
  • by joining Eight, you will want to share in our RESPECT values
  • looking for your next career move? – We are looking for an amazing candidate to join our Finance Team
  • we are an exciting and dynamic team, on a mission to be our best; for ourselves, each other, and of course, our clients
  • we demonstrate these through what we call the 3Bs: Building Relationships, Being Responsible
  • looking for your next career move? – We are looking for an amazing candidate to join our Finance Team, based in our new Totton office on the high street
  • being Amazing

Salary

  • salary

Requirements

  • personal tax, Partnership tax, Trust tax, Capital gains tax, Sage personal tax desirable but not essential. You may also have a formal tax qualification or else be qualified by experience
  • personal tax, Partnership tax, Trust tax – welcomed but not essential, Capital gains tax, Sage personal tax desirable but not essential. You may also have a formal tax qualification or else be qualified by experience

paraplanner

Working hours

  • full-time

Responsibility

  • assist financial advisors in preparing and implementing financial plans for clients
  • conduct research and analysis on investment products, insurance policies, and other financial instruments
  • prepare reports, presentations, and recommendations for clients based on their financial goals
  • help clients with account maintenance, including processing transactions and updating account information
  • collaborate with other team members to ensure accurate and timely completion of client requests

Requirements

  • previous experience in a similar role as a paraplanner is essential
  • strong knowledge of investment products, insurance policies, and financial planning concepts
  • excellent analytical skills with the ability to interpret complex financial data
  • the main role of the paraplanner is to ensure the business generated by our Advisers is processed correctly and efficiently
  • strong attention to detail and accuracy in preparing reports and documents
  • the role will include collating client information, document preparation, and case management, amongst other things
  • excellent communication skills, both written and verbal, to effectively interact with clients and team members
  • previous experience in a paraplanning team is essential

private client solicitor

Working hours

  • full-time

Requirements

  • you will be a qualified solicitor who is STEP qualified or working towards the STEP qualification
  • you will be analytical, literate and have good communication skills
  • this is a busy role, so you must be pro-active, be great at organising your work and time, and have a can-do attitude
  • we also embrace the use of technology; so, you must be willing to embrace new developments when they arise, along with having excellent IT knowledge in MS Office products, you’d ideally have experience in workflow management systems

Responsibility

  • maximisation of the opportunities to cross sell services within the group by identifying appropriate opportunities

data administrator

Responsibility

  • manage the complete client reallocation process, from initial review to completion
  • oversee cross-border client transfers with precision and professionalism
  • conduct legal and financial due diligence in partnership with internal and external advisers
  • provide advisers with actionable insights and data reports to support decision-making
  • optimise workflows, handle key information exchanges, and assist with ad hoc projects

financial adviser

Responsibility

  • assisting experienced advisers with day to day tasks

apprentice

Responsibility

  • gaining exposure to tax planning, business start-ups and other advisory work
  • managing Companies House filings
  • assisting with client onboarding, AML checks and engagement letters

Earnings on positions in EIGHTY EIGHT WEALTH MANAGEMENT

Average salary in this position
Average salary in this position in the country
admin assistant
2083 £
2%
2111 £
data administrator
2500 £
-10%
2259 £
financial adviser
2500 £
43%
3571 £

National average salary

2950 £

Average salary in this company

2312 £