Paraplanner salaries in Anstey, LEC

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

£35,000 - £41,000 a year

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

4 days ago

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,…

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

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

Financial services: 2 years (required). Good understanding of financial products and services. Ensure all client queries are appropriately investigated and…

£35,000 - £40,000 a year

8 days ago