FORESIGHT FINANCIAL PLANNING  Salary

Rating of the company
8 SOUTHERNHAY WEST EXETER EX1 1JG UNITED KINGDOM
TIN: 04119450
 Finance and Insurance
Rating of the company

FORESIGHT FINANCIAL PLANNING
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Earnings on positions in FORESIGHT FINANCIAL PLANNING

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FORESIGHT FINANCIAL PLANNING is looking for employees for positions:

paraplanner

  • paraplanner
  • financial services administrator

Working hours

  • full-time | Permanent

Benefits

  • profit sharing

Requirements

  • excellent analytical and problem-solving skills
  • strong attention to detail and accuracy
  • proficient in financial planning software and tools
  • knowledge of investment products and strategies
  • excellent communication and interpersonal skills
  • ability to work independently and as part of a team
  • strong organisational skills and ability to prioritise tasks
  • paraplanning: 1 year

Responsibility

  • preparing and processing client paperwork, including applications and transfers
  • working alongside the managing director to meet client needs, including face-to-face meetings
  • collaborating with other team members to ensure client needs are met

Earnings on positions in FORESIGHT FINANCIAL PLANNING

Average salary in this position
Average salary in this position in the country
financial services administrator
1833 £
13%
2060 £

National average salary

2950 £

Average salary in this company

2062 £