TFAS WEALTH in Leeds Salary

Rating of the company

119-121 THE HEADROW 2ND FLOOR, ST ANDREW HOUSE LEEDS LS1 5JW UNITED KINGDOM

TIN: 13664696

Consulting services

Rating of the company

TFAS WEALTH
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Premium profile inactive

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

Average salary in this position

Average salary in this position in the country

3333 £

3628 £

2950 £

3333 £