Paraplanner

Aimtech Recruitment Ltd

Screened

Lincoln, East Midlands

£45,000

Posted 3 days ago

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About the role

KeyResponsibilities

Scroll down for a complete overview of what this job will require Are you the right candidate for this opportunity
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. Duetothehighvolumeofapplicationswereceive,weregretthatwemaynotbeabletorespondtoeveryapplicantindividually.Ifyouhavenotheardfromuswithin10workingdays,pleaseassumethatyourapplicationhasbeenunsuccessfulonthisoccasion. Yourdetailswillbehandledinaccordancewithourprivacypolicyandinlinewithcurrentdataprotectionlegislation. xwzovoh Wemayretainyourinformationforfutureopportunitiesunlessyourequestotherwise.

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