IMPERIAL WEALTH ADVISORY Salary
11 HARCOURT WAY MERIDIAN BUSINESS PARK LEICESTER LE19 1WP ENGLAND
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Earnings on positions in IMPERIAL WEALTH ADVISORY
IMPERIAL WEALTH ADVISORY is looking for employees for positions:
paraplanner
Responsibility
- assist in the preparation of financial plans and reports for clients, ensuring all information is accurate and up-to-date
- conduct thorough research on financial products and services to provide informed recommendations
- maintain client files and documentation in an organised manner, ensuring compliance with regulatory requirements
- communicate effectively with clients to gather necessary information and clarify any queries regarding their financial plans
- collaborate with financial planners to analyse client needs and develop tailored solutions that meet their objectives
- provide exceptional customer service by addressing client inquiries promptly and professionally
Requirements
- previous experience in a financial planning or services environment is preferred
- strong organisational skills with the ability to manage multiple tasks effectively while maintaining attention to detail
- excellent communication skills, both verbal and written, to interact with clients and team members confidently
- ability to analyse complex information and present it clearly to clients
- A proactive approach to problem-solving with a focus on delivering high-quality results
- familiarity with financial planning software or tools would be advantageous but not essential
Earnings on positions in IMPERIAL WEALTH ADVISORY
Average salary in this position
Average salary in this position in the country
National average salary
2950 £
Average salary in this company
1999 £