TFAS WEALTH 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
- essential
- level 4 Diploma in Financial Planning
- desirable
- level 6 Diploma in Financial Planning
- strong communication skills
- demonstrated substantial experience in paraplanning, with a particular focus on supporting pensions accumulation and decumulation advice
- strong attention to detail
- strong understanding of financial products, regulations, and market dynamics
Responsibility
- at TFAS Wealth, we deliver fully independent, client-focused financial advice remotely across the UK
- 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
- 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
- research and Recommendation: Analyse gathered information and conduct thorough research to formulate suitable recommendations for clients
- the ideal candidate will possess not only technical expertise but also impeccable written communication skills and a deep appreciation for cultivating client relationships
- suitability Report Writing: Create high quality suitability reports in a timely manner and to a highly professional standard
- this role is for someone who has exceptional drive and determination as well as being methodical and proactive in terms of managing complex workloads
- problem Resolution: Address operational challenges promptly, providing solutions, and fostering a proactive problem-solving environment
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 £