MERCURY FINANCIAL MANAGEMENT in Stockport Salary
43A COMPSTALL ROAD ROMILEY STOCKPORT SK6 4BT UNITED KINGDOM
TIN: 13184190
MERCURY FINANCIAL MANAGEMENT Premium profile inactive Premium profile inactive
Earnings on positions in MERCURY FINANCIAL MANAGEMENT
MERCURY FINANCIAL MANAGEMENT is looking for employees for positions:
paraplanner
Responsibility
- assist financial planners in the preparation of client reports and financial plans
- conduct thorough analysis of client financial situations to provide accurate recommendations
- maintain and organise client files and documentation to ensure compliance with regulatory standards
- communicate effectively with clients and team members to gather necessary information for financial planning
- support the team in administrative tasks related to office operations as needed
- stay updated on industry trends and regulatory changes that may impact financial planning strategies
Requirements
- previous experience in the financial services sector is highly desirable
- strong organisational skills with the ability to manage multiple tasks efficiently
- level 4 Diploma or working towards
- excellent report writing skills, demonstrating clarity and attention to detail
- proficient in IT applications, particularly Microsoft Word and Outlook
- ability to analyse complex financial data and present findings clearly
- strong communication skills, both written and verbal, with a focus on client interaction
- A proactive approach to problem-solving and a commitment to delivering high-quality work
Earnings on positions in MERCURY FINANCIAL MANAGEMENT
Average salary in this position
Average salary in this position in the country
National average salary
2950 £
Average salary in this company
2500 £