LEABOLD FINANCIAL MANAGEMENT  Salary

Rating of the company
VALLEYS INNOVATION CENTRE NAVIGATION PARK MOUNTAIN ASH ABERCYNON CF45 4SN
TIN: 05173817
 Finance and Insurance
Rating of the company

LEABOLD FINANCIAL MANAGEMENT
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Earnings on positions in LEABOLD FINANCIAL MANAGEMENT

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LEABOLD FINANCIAL MANAGEMENT is looking for employees for positions:

paraplanner

  • paraplanner

Responsibility

  • working closely with our advisers and administrators to deliver the firm’s advice via technical and accurate suitability reports
  • ensuring client files comply with our internal policy and procedures
  • where relevant, conducting research on existing clients’ financial planning arrangements, to ensure that the client’s needs and objectives are met
  • where relevant, undertaking investment portfolio analysis, including asset allocation analysis in line with the clients stated attitude to risk
  • where relevant, compiling investment, pension and protection illustrations, projections and associated documentation
  • comply with the firm’s Training and Competence scheme

Earnings on positions in LEABOLD FINANCIAL MANAGEMENT

Average salary in this position
Average salary in this position in the country
paraplanner
2083 £
37%
2839 £

National average salary

2950 £

Average salary in this company

2083 £