Paraplanner

New Yesterday

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.
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Location:
Leeds
Salary:
£55,000
Job Type:
FullTime
Category:
Accounting & Finance

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