GRAHAM WEALTH AND INVESTMENTS Salary
LINENHALL EXCHANGE 1ST FLOOR, 26 LINENHALL STREET BELFAST BT2 8BG NORTHERN IRELAND
TIN: NI675806
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Earnings on positions in GRAHAM WEALTH AND INVESTMENTS
GRAHAM WEALTH AND INVESTMENTS is looking for employees for positions:
senior paraplanner
Requirements
- the ability to communicate at all levels with good written and verbal communication skills
- good interpersonal skills, be a team player who is supportive of others and promotes a positive working environment and culture
- A good understanding of UK financial regulations and compliance requirements
- good organisational, analytical and problem-solving abilities
- proven experience in paraplanning of at least four years
- proven experience in paraplanning of at least two years
- good attention to detail
- qualified to level 4 Diploma in Financial Planning
Responsibility
- research: Undertaking relevant research and gathering supporting documentation and application paperwork for the advice
- quality Assurance: Ensuring client files contain all required documentation to demonstrate compliance and suitability of advice
- cashflow Modelling: Preparation of lifetime cashflow modelling to develop the client’s holistic financial plan
Earnings on positions in GRAHAM WEALTH AND INVESTMENTS
Average salary in this position
Average salary in this position in the country
National average salary
2950 £
Average salary in this company
3958 £