Description:
FullyRemoteParaplanner £45,000 Dutiesandresponsibilitiesinclude: PrepareFinancialPlans,SuitabilityReportsandLetters.
If you want to know about the requirements for this role, read on for all the relevant information.
Cashflowmodellingandforecasting.
Prepareandcollatedocumentationtosupporttherecommendationandjustifytheproviderandproductrecommended,includingInvestments,PensionsandProtection,alongwithaoodunderstandingofFCAregulationsandFCAproducts.
Assistwithclientmeetingswhenrequired,includingnotetakingandfollowupanyactionsasrequired.
Manageyourownworkflowsandtasks.
Processimprovements:review,enhanceandstreamlineparaplanningprocesses,systemsandprocedurestoincreaseefficiencyintheparaplanningteam.
Requirements: YouwillholdtheDiplomaLevelFourqualification.
Goodunderstandingofthefinancialplanningprocessandassociatedcomplianceaspects.
Drivenandfocusedwiththeabilitytocompletetasksunderpressureontimeandrightfirsttime.
Experienceofreportwritingandconductinginvestmentandproductmarketresearch.
Technicallyproficientacrossallareasoffinancialplanning,especiallypensions.
Abilitytousetechnicalfinancialplanningtools,financialmodellingandbackofficesoftware. xwwtmva
Howtoapply: PleasesendyourCVimmediatelytoStuartatRewardRecruitmentLimitedorcontacthimon
Remote working/work at home options are available for this role.