EQUILIBRIUM FINANCIAL PLANNING LLP in Wilmslow Salary
ASCOT HOUSE EPSOM AVENUE HANDFORTH WILMSLOW SK9 3DF ENGLAND
TIN: OC316532
EQUILIBRIUM FINANCIAL PLANNING LLP Premium profile inactive Premium profile inactive
Earnings on positions in EQUILIBRIUM FINANCIAL PLANNING LLP
Estimated salary
£ 3333
Median salary at EQUILIBRIUM FINANCIAL PLANNING LLP
£ 2333 Lowest salary
£ 3089 The average salary
£ 4166 Highest salary
Do you believe that workers at EQUILIBRIUM FINANCIAL PLANNING LLP are paid fairly?
EQUILIBRIUM FINANCIAL PLANNING LLP is looking for employees for positions:
paraplanner
Benefits
- profit sharing
Working hours
- full-time | Permanent
- full-time
- part-time | Permanent
Salary
- salary
Requirements
- in an ideal world you would have achieved the Chartered Insurance Institute Level 4 Diploma in Regulated Financial Planning or CII Level 6 Advanced Diploma in Financial Planning or an equivalent qualification
- A passion to learn, an interest in financial planning and a strong work ethic is all you really need to succeed at Equilibrium
- well, that’s why you are joining us! A passion to learn, an interest in financial planning and a strong work ethic is all you really need to succeed at Equilibrium
- well, that’s why you are joining us! Qualifications aren’t the be all and end all, our Founder doesn’t have a degree and it’s not got in his way
Responsibility
- attend client meetings alongside the Financial Planner and create meeting minutes which accurately reflect the information gathered in order to fully document a clients financial needs and objectives
- prepare clear investment strategy, mandate, and recommendation reports, ensuring adherence with regulatory standards for review by the Financial Planner
- be responsible for ensuring that recommendations are fully implemented in a timely manner
Earnings on positions in EQUILIBRIUM FINANCIAL PLANNING LLP
Average salary in this position
Average salary in this position in the country
National average salary
2950 £
Average salary in this company
3089 £