OYSTER WEALTH PLANNING in Sheffield Salary

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UNIT 8 WOODSEATS CLOSE SHEFFIELD S8 0TB ENGLAND
TIN: 12352923
  Finance and Insurance
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OYSTER WEALTH PLANNING
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OYSTER WEALTH PLANNING is looking for employees for positions:

paraplanner

  • paraplanner
  • office administrator

Working hours

  • full-time

Salary

  • salary

Responsibility

  • fully analyze clients’ requirements, develop cash flow models and accurately record client data
  • research and analyze financial products to meet client requirements and objectives
  • construct financial planning solutions supported by the production of computer models and reports
  • prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models
  • deal with general client queries and attend client meetings with the Partner as required
  • work within and stay up to date with template changes and advice notes
  • prepare suitability letters and reports , taking full responsibility for the client files and back office IT records throughout the advice process
  • work with other practice colleagues to ensure application and provider forms are prepared as required and clients are updated throughout the process

Requirements

  • previous paraplanning experience within an IFA or Wealth Management environment
  • able to transpose information accurately
  • minimum Level 4 Diploma PFS qualified or working towards it
  • strong numeracy skills
  • chartered Financial Planner status
  • comfortable using templated Suitability Letters
  • familiar with all major research systems
  • confident in dealing with third parties and can work with total discretion