NORTH EAST FINANCIAL PLANNING  Salary

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31 HIGH STREET ELGIN IV30 1EE SCOTLAND
TIN: SC494982
 Finance and Insurance
Rating of the company

NORTH EAST FINANCIAL PLANNING
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NORTH EAST FINANCIAL PLANNING is looking for employees for positions:

paraplanner

  • paraplanner
  • office administrator

Working hours

  • full-time

Responsibility

  • provide comprehensive financial planning solutions for clients by analyzing their current financial situation, goals, and risks
  • develop recommendations for investment strategies that will help clients achieve their goals financially
  • provide advice on insurance products, such as life insurance, disability insurance, and other investment products that will help clients protect their future

Requirements

  • ability to work independently with minimal direct supervision
  • ability to prioritize tasks and meet deadlines
  • strong organizational skills, detail oriented, and ability to follow up
  • excellent communication skills, both written and verbal
  • strong analytical skills, with the ability to solve problems
  • ability to lift up to 40 pounds unassisted
  • valid driver’s license with an acceptable driving record