MORRIS FINANCIAL PLANNING  Salary

Rating of the company
THE GARDENERS COTTAGE THORNER LANE SCARCROFT LEEDS LS14 3AH
TIN: 07678565
 Finance and Insurance
Rating of the company

MORRIS FINANCIAL PLANNING
Premium profile inactive
 Premium profile inactive

Earnings on positions in MORRIS FINANCIAL PLANNING

Looking for a job?

Describe to the employer what experience you have and get interesting career offers! Let other users advise you on your choice.

MORRIS FINANCIAL PLANNING is looking for employees for positions:

paraplanner

  • paraplanner

Requirements

  • ideally, some experience with Quilter platform, Intelligent Office , FinCalc & O&M
  • good organisational and time management abilities
  • strong attention to detail
  • understanding of financial planning concepts
  • excellent communication and teamwork skills

Responsibility

  • report writing
  • cashflow modelling
  • research
  • preparing/processing documentation
  • maintaining client records via back office system
  • support of Financial Adviser
  • some administrative tasks