MMG FINANCIAL MANAGEMENT in Northampton Salary

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4 DEANERY COURT PRESTON DEANERY NORTHAMPTON NN7 2DT ENGLAND
TIN: 04851405
  Finance and Insurance
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MMG FINANCIAL MANAGEMENT
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MMG FINANCIAL MANAGEMENT is looking for employees for positions:

paraplanner

  • paraplanner
  • ifa administrator

Responsibility

  • preparing annual client reviews
  • dealing with day-to-day client and provider enquiries
  • preparing reports and recommendations; Undertaking product research, using analytical software to review a client’s existing arrangementsUndertaking cash flow analysis where applicablePreparing detailed suitability reports for the Adviser/s to review before client meetings

Requirements

  • experience working as a Paraplanner
  • strong attention to detail
  • good communication skills, both written and verbal
  • good organisational skills
  • knowledge of Intelligent office software
  • good MS Office skills
  • level 4 qualified is desirable