HAGLEY FINANCIAL PLANNING  Salary

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BRUNSWICK HOUSE BIRMINGHAM ROAD REDDITCH B97 6DY
TIN: 04353123
 Finance and Insurance
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HAGLEY FINANCIAL PLANNING
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HAGLEY FINANCIAL PLANNING is looking for employees for positions:

paraplanner

  • paraplanner

Working hours

  • part-time

Responsibility

  • paraplanner
  • review client accounts and transactions for accuracy and compliance with regulations
  • stay updated on industry regulations and best practices to ensure compliance
  • provide support in client meetings, including taking notes and following up on action items
  • assist financial advisors in preparing financial plans and investment strategies for clients

Requirements

  • bachelor's degree in finance, business, or related field
  • previous experience in a financial planning or investment advisory role preferred
  • strong analytical skills with the ability to interpret complex financial data
  • proficiency in financial planning software and tools
  • excellent communication and interpersonal skills
  • detail-oriented with strong organizational skills
  • ability to work independently and as part of a team
  • paraplanner: 7 years