Paraplanner salaries in Long Clawson, LEC

You will act as a point of contact for clients and deal effectively with their queries, as well as preparing client files for review meetings and occasionally,…

Commitment to pass basic internal financial industry exams set by within 3 months of. Shopping discounts benefits portal (discounts on holiday, gym and high…

A flexible approach to work - balancing working from home, in office or with clients. Working towards the Chartered or Certified Financial Planner qualification…

Communicate professionally with clients, advisers, and colleagues via telephone, email, and written correspondence.

£35,000 - £41,000 a year

2 years proven experience in report writing, analysis skills, and administrative roles within financial services or related fields.

£35,000 - £50,000 a year

11 days ago

Knowledge relating to pension, investment and protection products and their application in financial planning. 2 years’ experience in a Paraplanning role.

£40,000 - £50,000 a year

11 days ago