TFAS WEALTH in Leeds Salary
119-121 THE HEADROW 2ND FLOOR, ST ANDREW HOUSE LEEDS LS1 5JW UNITED KINGDOM
TIN: 13664696
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Earnings on positions in TFAS WEALTH
TFAS WEALTH is looking for employees for positions:
senior paraplanner
Requirements
- level 4 Diploma in Financial Planning
- essential
- level 6 Diploma in Financial Planning
- desirable
- demonstrated substantial experience in paraplanning, with a particular focus on supporting pensions accumulation and decumulation advice
- strong communication skills
- strong understanding of financial products, regulations, and market dynamics
- strong attention to detail
Responsibility
- at TFAS Wealth, we deliver fully independent, client-focused financial advice remotely across the UK
- research and Recommendation: Analyse gathered information and conduct thorough research to formulate suitable recommendations for clients
- suitability Report Writing: Create high quality suitability reports in a timely manner and to a highly professional standard
- problem Resolution: Address operational challenges promptly, providing solutions, and fostering a proactive problem-solving environment
- our mission is to provide a holistic approach to our client’s financial well-being, ensuring that the financial planning journey is as clear, empowering, and convenient as possible
- stay Informed: Keep abreast of new product, technical, and legislative changes within the marketplace to ensure up-to-date knowledge
- through continued company growth, we are seeking an accomplished Senior Paraplanner who thrives on precision, to play a pivotal role in supporting our financial advisers by delivering high-quality research and reports in line with business expectations around quality and KPIs
- documentation Accuracy: Complete all supporting documentation with precision and accuracy
Earnings on positions in TFAS WEALTH
Average salary in this position
Average salary in this position in the country
National average salary
2950 £
Average salary in this company
3333 £