Paraplanner - Remote

New Today

FullyRemoteParaplanner
£45,000
Dutiesandresponsibilitiesinclude:
PrepareFinancialPlans,SuitabilityReportsandLetters.
Cashflowmodellingandforecasting.
Prepareandcollatedocumentationtosupporttherecommendationandjustifytheproviderandproductrecommended,includingInvestments,PensionsandProtection,alongwithaoodunderstandingofFCAregulationsandFCAproducts.
Assistwithclientmeetingswhenrequired,includingnotetakingandfollowupanyactionsasrequired.
Manageyourownworkflowsandtasks.
Processimprovements:review,enhanceandstreamlineparaplanningprocesses,systemsandprocedurestoincreaseefficiencyintheparaplanningteam.
Requirements:
YouwillholdtheDiplomaLevelFourqualification.
Goodunderstandingofthefinancialplanningprocessandassociatedcomplianceaspects.
Drivenandfocusedwiththeabilitytocompletetasksunderpressureontimeandrightfirsttime.
Experienceofreportwritingandconductinginvestmentandproductmarketresearch.
Technicallyproficientacrossallareasoffinancialplanning,especiallypensions.
Abilitytousetechnicalfinancialplanningtools,financialmodellingandbackofficesoftware.
Howtoapply:
PleasesendyourCVimmediatelytoStuartatRewardRecruitmentLimitedorcontacthimon 07747 782934.

TPBN1_UKTJ
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Location:
Cheltenham
Salary:
£45,000
Job Type:
FullTime
Category:
Banking

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