PRINCIPLE WEALTH SOLUTIONS in Stafford Salary
8 NORTH WALLS STAFFORD ST16 3AD
TIN: 08523862
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Earnings on positions in PRINCIPLE WEALTH SOLUTIONS
PRINCIPLE WEALTH SOLUTIONS is looking for employees for positions:
paraplanner
Language
- english
Education
- GCSE or equivalent
Requirements
- strong analytical and research skills
- excellent written and verbal communication
- proficiency in financial planning software
- high attention to detail and organisational skills
- ability to work independently and as part of a team
- strong understanding of financial products and markets
- education: Working towards Diploma in Financial Planning or Paraplanning preferred
- experience: Previous experience in financial planning or a similar role preferred
Responsibility
- report Preparation: Collaborate with financial advisers to prepare comprehensive financial plans and reports for clients
- research: Conduct detailed research on financial products, investment options, and support advisers in making informed recommendations
- client Meetings: Assist by compiling necessary documents, and addressing follow-up queries
- compliance: Ensure all financial planning activities comply with regulatory standards and internal policies
- documentation: Maintain accurate records of client interactions, advice given, and financial plans created
- technical Support: Provide technical support and information to advisers, including cash flow modelling, tax calculations, and investment analysis
- liaison: Act as a point of contact for clients and coordinate with advisers for further actions
Earnings on positions in PRINCIPLE WEALTH SOLUTIONS
Average salary in this position
Average salary in this position in the country
National average salary
2950 £
Average salary in this company
2083 £