LYNDHURST FINANCIAL MANAGEMENT Salary
VAUGHAN CHAMBERS VAUGHAN ROAD HARPENDEN AL5 4EE
TIN: 02731940
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Earnings on positions in LYNDHURST FINANCIAL MANAGEMENT
LYNDHURST FINANCIAL MANAGEMENT is looking for employees for positions:
paraplanner
Working hours
- full-time
Requirements
- diploma qualified preferred but will consider candidates with at least 3 RO papers passed and 2 years report writing experience
- paraplanning: 2 years
Responsibility
- the key discipline will be technical report writing and occasional cashflow forecast generation
- product research and building relationships with fund management companies and product providers
- attendance at fund managment and product conferences and workshops where relevant
- obtaining product key features using internal systems and software, provider intranets and the internet
- liaising with product and investment providers. Processing applications for products and investments by post or via the internet
- administering client files
- documenting and attending client meetings, occasionally presenting on subject technical matters
- you will be expected to assist our adviser in the creation and implementation of a client’s financial plan and help decide on the advice and strategy