LEO ALEXANDER WEALTH & FINANCIAL MANAGEMENT  Salary

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UNIT 6 ACORN BUSINESS PARK, WOODSEATS CLOSE SHEFFIELD S8 0TB
TIN: 07232515
 Finance and Insurance
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LEO ALEXANDER WEALTH & FINANCIAL MANAGEMENT
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LEO ALEXANDER WEALTH & FINANCIAL MANAGEMENT is looking for employees for positions:

paraplanner

  • paraplanner
  • accounts administrator
  • office cleaner
  • customer services administrator
  • financial services administrator

Working hours

  • full-time | Permanent

Responsibility

  • report Writing and Administration
  • manage the Report Writing Process on an ongoing basis and implement it in a uniform way across all clients
  • produce recommendation reports, research and a compliant file as and when required in line with current regulations in a timely fashion
  • processing new business properly and taking ownership for seeing it through to completion
  • contribute to and assist in the production of management information for the Directors and senior team
  • responsible for maintaining and ensuring that records and files are updated timely and correctly
  • contribute to the Advice Process through attending meetings and discussing matters with The Investment Director, Office Manager, Paraplanner Supervisor, Consultants and Financial Advisers
  • have excellent client relationship skills