PORTA WEALTH MANAGEMENT LLP Salary
FIGURIT NIDDRY LODGE 51 HOLLAND STREET KENSINGTON W8 7JB UNITED KINGDOM
TIN: OC390116
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Earnings on positions in PORTA WEALTH MANAGEMENT LLP
PORTA WEALTH MANAGEMENT LLP is looking for employees for positions:
paraplanner
Working hours
- full-time
Language
- english
Responsibility
- writing to providers and collating the required ceding scheme information
- tracking the progress of cases and keeping Advisers up to date
- carrying out various CYC tests, Inheritance tax calculations, ESS tests, TFC calculations and GAR/GMP tests
- writing fully compliant suitability letters
- the submission of all cases to St. James’s Place business assurance department and assisting them with any remedial work
- closing the case with the required approval memo and supporting the team, your colleagues, and the company as required
- gather financial information
- analyse financial information
Requirements
- confident, numerate, IT proficient and professional individual
- enjoy using your initiative and has a can-do working style
- high degree of personal motivation and can manager your own workloads
- ability to quickly become familiar with their IT systems
- personable, presentable, punctual, and professional
- excellent communication skills – both verbal and written
- proven track record of great report writing skills
- experience and knowledge of Life, pension, and investment products