ELEVATION WEALTH MANAGEMENT Salary
ELEVATION HOUSE UNIT 1 MARLIN OFFICE VILLAGE CHESTER ROAD CASTLE VALE B35 7AZ
TIN: 04794182
ELEVATION WEALTH MANAGEMENT Premium profile inactive Premium profile inactive
Earnings on positions in ELEVATION WEALTH MANAGEMENT
ELEVATION WEALTH MANAGEMENT is looking for employees for positions:
paraplanner
Responsibility
- providing an efficient, friendly and professional point of contact for clients and enquiries by telephone, email and in person
- supporting our team of Financial Advisers with research and analysis to meet client needs and objectives
- analysing client data and preparing cash flow analysis
- researching products to support recommendations, execute due diligence investigations e.g. VCTs, EIS, DFM company, Wrap platform
- create illustrations & key facts documents for recommended products
- ensure client meeting reports are fully completed
- transacting complex client investments and ensuring that deals are carried out in line with instructions
- effectively handle or escalate where appropriate any generic client queries on topics such as investments, pensions and IHT mitigation
Earnings on positions in ELEVATION WEALTH MANAGEMENT
Average salary in this position
Average salary in this position in the country
National average salary
2950 £
Average salary in this company
2916 £