Paraplanner

Reward Recruitment

Screened

Bradford, Yorkshire and the Humber

Posted 2 days ago

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About the role

TechnicalParaplanner

Make sure to apply with all the requested information, as laid out in the job overview below.

Leeds

£45,000to£55,000plusbenefitsandbonus

Dutiesandresponsibilitiesinclude:

ResearchandprepareTechnicalFinancialPlans,SuitabilityReportsandLetters.
Cashflowmodellingandforecasting.
Prepareandcollatedocumentationtosupporttherecommendationandjustifytheproviderandproductrecommended,includingInvestments,Pensions,andProtection,alongwithagoodunderstandingofFCAregulationsandFCAproducts.
Manageyourownworkflowsandtasks.
Processimprovements:review,enhanceandstreamlineparaplanningprocesses,systemsandprocedurestoincreaseefficiencyintheparaplanningteam.

Requirements:

YouwillholdtheDiplomaLevelFourqualificationandideallyLevel6Charteredstatus,orclosetobeing.
Goodunderstandingofthefinancialplanningprocessandassociatedcomplianceaspects.
Drivenandfocusedwiththeabilitytocompletetasksunderpressureontimeandrightfirsttime.
Experienceofreportwritingandconductinginvestmentandproductmarketresearch.
Technicallyproficientacrossallareasoffinancialplanning,especiallyinvestmentsandpensions. xwzovoh
Abilitytousetechnicalfinancialplanningtools,financialmodellingandbackofficesoftware.

Howtoapply:

PleasesendyourCVimmediately orcontact Stuart on

About this listing

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