EVOLVE WEALTH Salary
13 WELLOWGATE GRIMSBY DN32 0RA ENGLAND
TIN: 07327797
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Earnings on positions in EVOLVE WEALTH
EVOLVE WEALTH is looking for employees for positions:
paraplanner
Working hours
- full-time | Permanent | Apprenticeship
Requirements
- E A Level in Economics, Mathematics, Business or a related discipline
- E Certificate in Financial Services
- D BSc in Economics, Mathematics, Physics, Business or a related discipline
- D = Desirable
- E Highly organised, methodical, analytical, and disciplined
- D At least 1 years working within a financial planning environment
- E Excellent communicator
- E = Essential
Responsibility
- other duties as directed by management
- ensure agreed action points get diarised, actioned and completed as per business process
- liaise with administration team to maintain accurate client records on the back-office system, platforms and any other IT systems e.g. cashflow and risk profiler
- assist with ensuring that all recommendations and reports meet legal and regulatory requirements
- attend client meetings when required
- general research related to all aspects of financial planning
- liaise with clients’ legal and tax advisers
- prepare and coordinate review documentation, including financial plan and portfolio review as per the Annual Review Process
Earnings on positions in EVOLVE WEALTH
Average salary in this position
Average salary in this position in the country
National average salary
2950 £
Average salary in this company
1875 £