Paraplanner
Harrogate
Upto £40,000, plus bonus and benefits
Duties and responsibilities include:
* Prepare Financial Plans, Suitability Reports and Letters.
* Cash flow modelling and forecasting.
* Prepare and collate documentation to support the recommendation and justify the provider and product recommended, including Investments, Pensions and Protection.
* Assist with client meetings when required, including note taking and follow up any actions as required.
* Manage your own workflows and tasks.
* Process improvements: review, enhance and streamline paraplanning processes, systems and procedures to increase efficiency in the paraplanning team.
Requirements:
* You will hold the Diploma Level Four qualification (or close to achieving) and have the desire to achieve Chartered and / or Certified financial planner status.
* Good understanding of the financial planning process and associated compliance aspects.
* Driven and focused with the ability to complete tasks under pressure on time and right first time.
* Experience of report writing and conducting investment and product market research.
* Technically proficient across all areas of financial planning, especially pensions.
* Ability to use technical financial planning tools, financial modelling and back office software.
How to apply:
Please send your CV immediately to Stuart at Reward Recruitment Limited or contact him on
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