SMITH FINANCIAL SERVICES Salary
24 KESWICK ROAD WEST WICKHAM BR4 9AT UNITED KINGDOM
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Earnings on positions in SMITH FINANCIAL SERVICES
SMITH FINANCIAL SERVICES is looking for employees for positions:
paraplanner
Working hours
- full-time
Responsibility
- undertaking technical research and financial analysis to support our planners in identifying suitable solutions for the client
- preparing and creating agendas for client meetings
- understanding the client’s current financial situation and making proposals for our Planners
- attending client meetings and writing minutes
- using cash flow modelling to prepare and write financial plans
- answering technical questions for our planners
- preparing suitability letters
- working with admin staff to ensure recommendations are implemented
Requirements
- at least 18 months experience in paraplanning
- diploma in Financial Planning or nearing completion of
- strong written communication skills
- highly organised, methodical, and disciplined
- great attention to detail
- preferably experience with using Intelliflo, Voyant, the exchange and O&M but not essential
- paraplanner: 1 year