JOHNSON SAVAGE CONSULTANCY Salary
CRIMBLE LANGLEY ROAD CLAVERDON WARWICK CV35 8PU
TIN: 08407128
JOHNSON SAVAGE CONSULTANCY Premium profile inactive Premium profile inactive
Earnings on positions in JOHNSON SAVAGE CONSULTANCY
JOHNSON SAVAGE CONSULTANCY is looking for employees for positions:
paraplanner
Responsibility
- reviewing factfinds, file notes, risk profile questionnaires to gain understanding of clients’ needs and objectives on a case by case basis
- be responsible for producing accurate reports and completing the associated advice needed
- provide administrative support to lead adviser by preparing and completing compliance pre and post client meetings
- to support by preparing cashflow stochastic modelling and preparing responses on technical matters
- preparing suitability reports on investment and pension advice
- attend client meetings upon request
- request policy information from providers and produce client valuations
- maintain client records in accordance with internal compliance requirements
Education
- A-Level or equivalent
Requirements
- minimum 3 years paraplanning required
- diploma level qualified or working towards Diploma level
- A good knowledge of advice and understanding of clients’ needs and desired outcomes
- sound overall knowledge of the Financial Serviced market including
- core products/tax wrappers
- UK taxation regime
- principals of Fund management
Earnings on positions in JOHNSON SAVAGE CONSULTANCY
Average salary in this position
Average salary in this position in the country
National average salary
2950 £
Average salary in this company
2666 £