Paraplanner

KeyResponsibilities Liaisewithadviserstounderstandclientobjectivesandgatheranyadditionalinformationrequiredtocompletesuitabilityassessments Reviewfact-finddatatodevelopaclearpictureofeachclientsoverallfinancialposition Investigateclientqueriesthoroughlyandprovideclear,accurateresponses Carryoutcomparativeanalysistosupportwell-informedclientrecommendations Conducttechnicalresearchaspartofreviewingexistingfinancialarrangements Performtaxplanningassessmentswhereappropriate Createandinterpretcashflowmodelstosupportfinancialplanningadvice Prepareclientsuitabilityreportsandcorrespondencewithinagreedtimeframes,ensuringaccuracyandclarity Produceannualreviewreportsandclientcommunicationsinlinewithagreedservicelevels Ensureallclient-relatedworkmeetsregulatorystandardsandissupportedbyappropriatedocumentation AdhereatalltimestotherequirementsoftheFinancialServicesandMarketsAct2000andrelevantFinancialConductAuthority(FCA)rulesandprinciples Supportpositiveclientoutcomesbyfollowinginternalcompliancepoliciesandprocedures,includingthoserelatingtofinancialcrimeprevention(e.g.anti-moneylaundering,dataprotection,fraud,andanti-bribery) Stayinformedofrelevantdevelopmentsinproducts,legislation,andtechnicalguidance Maintaintherequiredlevelofprofessionalcompetencefortherole Completeandaccuratelyrecordongoingcontinuingprofessionaldevelopment(CPD) SkillsandExperience HoldsaLevel4Diploma(orequivalentqualification) StrongworkingknowledgeofMicrosoftOfficeapplications,particularlyExcelandWord Effectivewrittenandverbalcommunicationskills Strongorganisationalandtimemanagementabilities Professionalandconfidenttelephonemanner Highlevelofaccuracyandattentiontodetail Goodplanningandcoordinationskills Weareanequalopportunitiesemployerandwelcomeapplicationsfromallsuitablyqualifiedindividualsregardlessofrace,sex,disability,religionorbelief,sexualorientation,orage.

Increase your chances of an interview by reading the following overview of this role before making an application.

Duetothehighvolumeofapplicationswereceive,weregretthatwemaynotbeabletorespondtoeveryapplicantindividually.Ifyouhavenotheardfromuswithin10workingdays,pleaseassumethatyourapplicationhasbeenunsuccessfulonthisoccasion.

Yourdetailswillbehandledinaccordancewithourprivacypolicyandinlinewithcurrentdataprotectionlegislation. xwzovoh Wemayretainyourinformationforfutureopportunitiesunlessyourequestotherwise.