MCCREATH FINANCIAL PARTNERS  Salary

MCCREATH FINANCIAL PARTNERS
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Earnings on positions in MCCREATH FINANCIAL PARTNERS

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MCCREATH FINANCIAL PARTNERS is looking for employees for positions:

paraplanner

Working hours

  • full-time | Part-time | Permanent

Requirements

  • proven experience in either a paraplanning role, or financial services administration role
  • qualified diploma standard
  • overall knowledge of key areas of financial planning and advice
  • the ability to understand and interpret a cash flow forecast and summarise the key points
  • experience with caring out client transactions such as new investments, top ups, fund switches and withdrawals
  • experience of using investment platforms and generating reports using FE Analytics
  • understanding of taxation on different transactions
  • an understanding of writing styles, grammar, punctuation, avoidance of jargon and an understanding of the audience