SHERATON FINANCIAL PLANNING Salary
GROVE HOUSE MERIDIAN CROSS OCEAN VILLAGE SOUTHAMPTON SO14 3TJ UNITED KINGDOM
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Earnings on positions in SHERATON FINANCIAL PLANNING
SHERATON FINANCIAL PLANNING is looking for employees for positions:
experienced paraplanner
Responsibility
- supporting the Financial Planner in research and analysis to meet client needs and objectives
- prepare cashflow models in Truth and client folders prior to financial planning meetings and annual reviews
- support the Financial Planner in writing financial plans, annual review notes and suitability reports
- developing and maintaining internal relationships to help maintain business flow and meet agreed service and standard targets
- ensuring the smooth running of the technical administrative and compliance function within the business
- maintaining high level standards throughout the business as a whole
- promoting the profile of the business within the profession and wider communities
- continuous professional development to meet regulatory requirements and personal development needs
Requirements
- the successful candidate can expect a salary plus benefits, flexibility and an extensive training and development programme