TechnicalParaplannerLeeds£45,000to£55,000plusbenefitsandbonusDutiesandresponsibilitiesinclude: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