SOVEREIGN WEALTH in Leeds Salary

Rating of the company
1265 CENTURY WAY, THORPE PARK LEEDS LS15 8ZB
TIN: 07115386
  Finance and Insurance
Rating of the company

SOVEREIGN WEALTH
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Earnings on positions in SOVEREIGN WEALTH

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Estimated salary

£ 2416

Median salary at SOVEREIGN WEALTH

£ 2000 Lowest salary
£ 3430 The average salary
£ 8333 Highest salary

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SOVEREIGN WEALTH is looking for employees for positions:

senior paraplanner

  • senior paraplanner
  • paraplanner
  • client administrator
  • administrator
  • manager
  • financial adviser

Salary

  • salary

Responsibility

  • complex suitability report writing including drawdown, tax free cash and inheritance tax advice
  • working closely with the Managing Director for technical meeting preparation and fund analysis
  • developing and managing effective systems, processes and procedures to continuously improve Practice efficiency
  • managing and coordinating the workflow your team of paraplanners, assigning tasks to ensure all cases are actioned within specific timeframes
  • technical support and training to new/junior employees, as well as ongoing support to ensure high accuracy and attention to detail
  • oversee new Consumer Duty requirements to ensure client review meetings are scheduled and recorded appropriately
  • client services management
  • practice reporting

Earnings on positions in SOVEREIGN WEALTH

Average salary in this position
Average salary in this position in the country
administrator
2333 £
-11%
2084 £
financial adviser
8333 £
-55%
3788 £
manager
2000 £
78%
3557 £
paraplanner
2083 £
35%
2812 £
senior paraplanner
2500 £
46%
3636 £

National average salary

2950 £

Average salary in this company

3430 £