TOWER HOUSE WEALTH MANAGEMENT Salary
GROUND FLOOR 3 WELLBROOK COURT GIRTON CAMBRIDGE CB3 0NA UNITED KINGDOM
TIN: 03103550
TOWER HOUSE WEALTH MANAGEMENT Premium profile inactive Premium profile inactive
Earnings on positions in TOWER HOUSE WEALTH MANAGEMENT
TOWER HOUSE WEALTH MANAGEMENT is looking for employees for positions:
paraplanner
Working hours
- full-time | Permanent
Responsibility
- fully analyse clients’ requirements, develop cash flow models and accurately record client data
- research and analyse financial products to meet client requirements and objectives
- construct financial planning solutions supported by the production of computer models and reports
- prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models
- deal with general client queries and attend client meetings with the Adviser as required
- work within and stay up to date with template changes and advice notes
- hybrid office based and remote hours, 2 days in the office per week
- prepare suitability letters and reports , taking full responsibility for the client files and back office IT records throughout the advice process
Contract type
- permanent
Requirements
- occasional travel to other SJP locations
- previous paraplanning experience within an IFA or Wealth Management environment
- minimum Level 4 Diploma PFS qualified or nearly qualified
- able to transpose information accurately
- strong numeracy skills
- chartered Financial Planner status
- comfortable using templated Suitability Letters
- familiar with all major research systems
Earnings on positions in TOWER HOUSE WEALTH MANAGEMENT
Average salary in this position
Average salary in this position in the country
National average salary
2950 £
Average salary in this company
2916 £