Paraplanner
New Today
Job Description
TechnicalParaplanner
Leeds
£45,000to£55,000plusbenefitsandbonus
Dutiesandresponsibilitiesinclude:
- ResearchandprepareTechnicalFinancialPlans,SuitabilityReportsandLetters.
- Cashflowmodellingandforecasting.
- Prepareandcollatedocumentationtosupporttherecommendationandjustifytheproviderandproductrecommended,includingInvestments,Pensions,andProtection,alongwithagoodunderstandingofFCAregulationsandFCAproducts.
- Manageyourownworkflowsandtasks.
- Processimprovements:review,enhanceandstreamlineparaplanningprocesses,systemsandprocedurestoincreaseefficiencyintheparaplanningteam.
Requirements:
- YouwillholdtheDiplomaLevelFourqualificationandideallyLevel6Charteredstatus,orclosetobeing.
- Goodunderstandingofthefinancialplanningprocessandassociatedcomplianceaspects.
- Drivenandfocusedwiththeabilitytocompletetasksunderpressureontimeandrightfirsttime.
- Experienceofreportwritingandconductinginvestmentandproductmarketresearch.
- Technicallyproficientacrossallareasoffinancialplanning,especiallyinvestmentsandpensions.
- Abilitytousetechnicalfinancialplanningtools,financialmodellingandbackofficesoftware.
Howtoapply:
PleasesendyourCVimmediately orcontact Stuart on 07747 782934.
JBRP1_UKTJ
- Location:
- Yorkshire
- Job Type:
- FullTime
- Category:
- Finance And Insurance
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