Paraplanner - Remote

11 Days Old

FullyRemoteParaplanner£45,000Dutiesandresponsibilitiesinclude: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.JBRP1_UKTJ
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Location:
Cheltenham
Job Type:
FullTime

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