Paraplanner salaries in Windlesham, SRY

Diploma Level 4 or 1-2 exams away. ( less maybe considered ). Strong knowledge of Financial Service products, principles and practices.

£30,000 - £40,000 a year

Review policy information prepared by the administration team. Liaise with Advisers, the administration team, providers, network and clients.

Up to £40,000 a year

5 days ago

Answer telephones and deal with client non-advice queries. Conduct technical research into products, providers, and planning strategies.

£27,000 - £35,000 a year

Guiding clients through *fact-find calls* to assess their needs and financial situation. *Free CeMAP 1–3 training* for successful candidates.

£23,500 - £25,000 a year

Research and review, where necessary, new and existing legislation and technical/product information to aid in the role that is performed.

Diploma qualified is desirable but consideration will be made for candidates who have the relevant skills and experience to do the job.