MILSTED LANGDON FINANCIAL SERVICES Salary
WINCHESTER HOUSE DEANE GATE AVENUE TAUNTON TA1 2UH
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Earnings on positions in MILSTED LANGDON FINANCIAL SERVICES
MILSTED LANGDON FINANCIAL SERVICES is looking for employees for positions:
paraplanner
Working hours
- full-time | Part-time | Permanent
Education
- A-Level or equivalent
Responsibility
- respond to Advisor queries promptly
- conducting product/plan research to be able to produce draft suitability reports for Advisor approval
- build on technical training to provide specific and accurate responses to queries raised by Advisors, colleagues or clients
- vocalisation of any issues arising or ideas/solutions that will help the firm promote its core principals or working practices
- seek involvement in projects to develop internal processes
- take an active role in team meetings and discussions
- complete ownership of your own time and work with effective reporting and communication with your peers
- actively explore the opportunities available to get involved with work in other service lines or offices. This can include participation in the firm’s steering committees or advisory groups