Earnings on positions in JANE SMITH FINANCIAL PLANNING
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JANE SMITH FINANCIAL PLANNING is looking for employees for positions:
senior paraplanner
senior paraplanner
ifa administrator
financial services administrator
paraplanner
independent financial adviser
Working hours
full-time | Permanent
Requirements
paraplanning: 2 years
Responsibility
other duties as directed by management
liaise with and support administration team to maintain accurate client records on the back-office system, platforms, and any other IT systems e.g., cashflow and risk profiler
ensure that all recommendations and reports meet legal and regulatory requirements
respond to client technical enquiries
general research related to all aspects of financial planning
Earnings on positions in JANE SMITH FINANCIAL PLANNING