LAVER WEALTH MANAGEMENT in Weston-super-Mare Salary
Weston-super-Mare
TIN: 02589429
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Earnings on positions in LAVER WEALTH MANAGEMENT
LAVER WEALTH MANAGEMENT is looking for employees for positions:
experienced paraplanner
Language
- english
Requirements
- proven experience in financial services or a related field is preferred ideally with a Level 4 qualification or working towards that
- strong time management skills with the ability to prioritise tasks effectively
- excellent organisational skills with meticulous attention to detail
- strong analytical abilities to interpret financial data accurately
- effective communication skills, both verbal and written, to interact professionally with clients and colleagues
- A customer service-oriented mindset with a commitment to delivering high-quality support
- administration: 2 years
- weston-super-Mare: reliably commute or plan to relocate before starting work
Responsibility
- ensure the back-office data is accurate and up to date and all necessary client service reminders in place and adhered to
- support administrative tasks related to finance, including filing, data entry, and maintaining organised records
- manage and maintain financial records, ensuring accuracy and compliance with relevant regulations