JANE SMITH FINANCIAL PLANNING Salary

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7 OSIER WAY OLNEY OFFICE PARK OLNEY MK46 5FP
TIN: 04371002
  Finance and Insurance
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JANE SMITH FINANCIAL PLANNING is looking for employees for positions:

senior paraplanner

  • senior paraplanner

Working hours

  • full-time | Permanent

Salary

  • salary

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