TRAFFORD & HOUGHTON FINANCIAL PLANNING  Salary

TRAFFORD & HOUGHTON FINANCIAL PLANNING
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TRAFFORD & HOUGHTON FINANCIAL PLANNING is looking for employees for positions:

senior paraplanner

Working hours

  • full-time | Permanent

Responsibility

  • produce professional suitability reports
  • tailoring suitability letters to individual clients
  • responsible for file preparation for meetings and existing business administration
  • provide specific product, provider and fund research
  • assisting administrators during busy periods and working in a team environment
  • managing office workload
  • managing staff holidays
  • day to day responsibilities of managing the office and staff including training new starters

Requirements

  • financial Advisory Support Occupations: 3 years