HC WEALTH MANAGEMENT in London Salary

SUITE 1, 3RD FLOOR 11-12 ST. JAMES'S SQUARE LONDON SW1Y 4LB ENGLAND
TIN: 07082590

HC WEALTH MANAGEMENT
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Earnings on positions in HC WEALTH MANAGEMENT

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HC WEALTH MANAGEMENT is looking for employees for positions:

paraplanner

Responsibility

  • this fantastic opportunity will give you the chance to work with, and by trained by the best in the industry
  • it is run by the core values of integrity, education, respect, keeping its promises, and being true to yourself and has a fantastic trainee paraplanner career opportunity to offer
  • does this sound like a refreshing change? We're a small company of 12 people who care about our team and clients
  • we have a team of highly experienced individuals, qualified as Certified Financial Planners, Chartered Wealth Managers and Fellows of the Chartered Institute of Securities and Investments
  • whatever stage of your career you are joining us at, you will benefit from being guided and encouraged to progress and you can take full advantage for the amazing personal development opportunities that will be open to you
  • ensure agreed action points get diarised, action and completed as per the business process
  • trainee Paraplanner required! Ideally you will have some experience gained with a financial planning firm probably in a support capacity. We'll train you and support you to be a paraplanner at our firm
  • oversee and monitor the new client and new business process liaising with the administration team and keeping the paraplanner appraised of next steps

Requirements

  • some technical knowledge of Financial Services products
  • highly organised, methodical, analytical, and disciplined
  • highly numerate
  • shows initiative and takes personal responsibility for completing tasks
  • able to work within defined business processes
  • experience working in a support capacity within a Financial Planning Firm, with 2 years experience
  • adopts a positive attitude, willing to assist others when busy
  • able to work under pressure on occasions to achieve deadlines

Earnings on positions in HC WEALTH MANAGEMENT

Average salary in this position
Average salary in this position in the country
2500 £
14%
2831 £

National average salary

2950 £

Average salary in this company

2500 £