Paraplanner
other jobs Reward Recruitment
Added before 1 Days
- England,London,City of London
- Full Time, Permanent
- £45,000 - £50,000 per annum
Job Description:
Paraplanner
London
£42,500 to £47,500 plus benefits (following successful completion of your training period, hybrid working is available)
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, along with a ood understanding of FCA regulations and FCA products.
*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.
*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
.
London
£42,500 to £47,500 plus benefits (following successful completion of your training period, hybrid working is available)
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, along with a ood understanding of FCA regulations and FCA products.
*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.
*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
.
Job number 2750993
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Company Details:
Reward Recruitment
Founded in 1995, Reed.co.uk was the first recruitment website offered by a recruitment agency in the UK.
Since then, Reed.co.uk has grown to become o...