INNES REID INVESTMENTS  Salary

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CHOLMONDLEY HOUSE DEE HILLS PARK CHESTER CH3 5AR
TIN: 03866833
 Finance and Insurance
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INNES REID INVESTMENTS
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INNES REID INVESTMENTS is looking for employees for positions:

paraplanner

  • paraplanner

Working hours

  • full-time | Permanent

Responsibility

  • you have previous experience of working within an Independent Financial Adviser practice
  • you are organised & methodical
  • you have excellent attention to detail and high standards of accuracy
  • you are organised and able to prioritise and meet deadlines
  • you have effective communication skills
  • preparing analysis of client’s existing portfolio
  • strong analytical and numerical skills
  • provision of technical support to Advisers

Requirements

  • exWeb
  • miCap
  • investment Platforms; Abrdn, Aviva & Aegon
  • selectapension
  • financial Express
  • trigold
  • assureweb
  • job Types: Full-time, Permanent