HAGLEY FINANCIAL PLANNING Salary
Redditch
BRUNSWICK HOUSE BIRMINGHAM ROAD REDDITCH B97 6DY
Earnings on positions in HAGLEY FINANCIAL PLANNING
HAGLEY FINANCIAL PLANNING is looking for employees for positions:
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
Salary
- salary
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