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
- Location:
- United Kingdom
- Job Type:
-
FullTime
- Category:
-
Banking