Description:
FullyRemoteParaplanner
Read the overview of this opportunity to understand what skills, including and relevant soft skills and software package proficiencies, are required.
£45,000
Dutiesandresponsibilitiesinclude:
PrepareFinancialPlans,SuitabilityReportsandLetters.
Cashflowmodellingandforecasting.
Prepareandcollatedocumentationtosupporttherecommendationandjustifytheproviderandproductrecommended,includingInvestments,PensionsandProtection,alongwithaoodunderstandingofFCAregulationsandFCAproducts.
Assistwithclientmeetingswhenrequired,includingnotetakingandfollowupanyactionsasrequired.
Manageyourownworkflowsandtasks.
Processimprovements:review,enhanceandstreamlineparaplanningprocesses,systemsandprocedurestoincreaseefficiencyintheparaplanningteam.
Requirements:
YouwillholdtheDiplomaLevelFourqualification.
Goodunderstandingofthefinancialplanningprocessandassociatedcomplianceaspects.
Drivenandfocusedwiththeabilitytocompletetasksunderpressureontimeandrightfirsttime.
Experienceofreportwritingandconductinginvestmentandproductmarketresearch.
Technicallyproficientacrossallareasoffinancialplanning,especiallypensions.
Abilitytousetechnicalfinancialplanningtools,financialmodellingandbackofficesoftware. xehkeey
Howtoapply:
PleasesendyourCVimmediatelytoStuartatRewardRecruitmentLimitedorcontacthimon
Remote working/work at home options are available for this role.