MIWORLD WEALTH MANAGEMENT Salary
WALL HOUSE GREEN LANE WALL LICHFIELD WS14 0AS UNITED KINGDOM
TIN: 11998595
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Earnings on positions in MIWORLD WEALTH MANAGEMENT
MIWORLD WEALTH MANAGEMENT is looking for employees for positions:
paraplanner
Working hours
- full-time | Permanent
Requirements
- carrying out Paraplanning role for 5 years or more
- understanding of the financial planning process
- being able to manage and maintain good working relationships with clients
- high level of technical knowledge
- articulate and confident in having challenging conversations
- excellent attention to detail and accuracy of work
- ability to handle multiple tasks and work to tight deadlines
- able to work as part of a team
Responsibility
- attending client meetings as required
- producing Cashflow modelling plans, bespoke reports and high quality letters of recommendations
- working with external Compliance company with all compliance matter