NTM FINANCIAL SERVICES Salary
12 CWRT Y PARC, EARLSWOOD ROAD LLANISHEN CARDIFF CF14 5GH WALES
TIN: 08112623
NTM FINANCIAL SERVICES
Earnings on positions in NTM FINANCIAL SERVICES
NTM FINANCIAL SERVICES is looking for employees for positions:
paraplanner
Working hours
- full-time | Part-time | Permanent
- full-time | Part-time
Language
- english
Responsibility
- deal effectively with queries from clients and other parties through effective communication
- record your client communications including client related communications with third parties
- working in collaboration with Financial Advisers and other colleagues, you will assist the Financial Advisers in preparing recommendations and producing suitability reports in line with company policy, including preparing and maintaining client records
- collect and collate information and data about the client in accordance with the principles of ‘know your client’ and company policy and ensure all the required compliance documentation is present and correct
- assist in identifying areas for planning and sourcing solutions suitable to meet the client’s needs and objectives. This will include assisting in the preparation of tax calculations where necessary
- obtain information, quotes, illustrations, and product details, and provide comparisons for analysis
Requirements
- experience of maintaining good working relationships in the delivery of financial advice services or similar environment
- fully competent in desktop applications
- understanding of the Financial Planning process
- ability to analyse financial issues and offer sound, reliable and professional advice
- be able to work within defined business processes
- paraplanning: 3 years
- financial services: 3 years
- communication: Ability to communicate effectively both verbally and in writing, and to deal with individuals at all levels