IFA: £22,000 - £30,000 Marlborough, Wiltshire An exciting
opportunity has arisen to join ONE of Countries leading ... and experience within this field, please read on.
JOB SUMMARY - To provide appropriate support for Financial Planning Managers - To facilitate the smooth processing of new and existing business - To liaise with the administration team - To assist with monitoring the performance and work throughput of the administration team thereby ensuring standards are maintained and deadlines are met. - To advise a range of clients on advice related issues. - To report to the management team on the departments performance in the absence of the Senior Paraplanner. - To assist with the monitoring of compliance standards across the FS Department. - The position reports via the Senior Paraplanner to the Head of the FS Department. PRINCIPAL ACTIVITIES Principal activities are likely to include: - Complying with the regulatory regime whilst demonstrating ...
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