TRAFFORD & HOUGHTON FINANCIAL PLANNING Salary

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  Preston
RIBBLESDALE HOUSE 14 RIBBLESDALE PLACE PRESTON PR1 3NA ENGLAND
TIN: 06531197
  Finance and Insurance
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based on 0 evaluations
2 reviews in total

Earnings on positions in TRAFFORD & HOUGHTON FINANCIAL PLANNING

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

senior paraplanner

Working hours

  • full-time | Permanent

Salary

  • salary

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

paraplanner

Working hours

  • full-time | Permanent

Salary

  • salary

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
  • chase outstanding pipeline cases
  • chase outstanding fees

Requirements

  • financial Advisory Support Occupations: 2 years

ifa administrator

Working hours

  • full-time | Permanent

Salary

  • salary

Responsibility

  • responsible for file preparation for meetings and existing business administration
  • assisting administrators/paraplanners during busy periods and working in a team environment
  • chase outstanding pipeline cases

Requirements

  • financial Advisory Support Occupations: 1 year

senior administrator

Salary

  • salary

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
  • chase outstanding fees
  • produce quotations
  • deal with providers

Requirements

  • financial services
  • report writing
  • financial Advisory Support Occupations: 2 years

Earnings on positions in TRAFFORD & HOUGHTON FINANCIAL PLANNING

Average salary in this position
Average salary in this position in the country
senior administrator
2250 £
11%
2494 £

National average salary

2950 £

Average salary in this company

2250 £