Technical Paraplanner
other jobs Reward Recruitment
Added before 7 Days
- England,Yorkshire and The Humber,West Yorkshire,Leeds
- Full Time, Permanent
- £45,000 - £55,000 per annum
Job Description:
Technical Paraplanner
Leeds
£45,000 to £55,000 plus benefits and bonus
Duties and responsibilities include:
*Research and prepare Technical 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 good understanding of FCA regulations and FCA products.
*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 and ideally Level 6 Chartered status, or close to being.
*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 investments and pensions.
*Ability to use technical financial planning tools, financial modelling and back office software.
How to apply:
Please send your CV immediately to sj@ rewardrecruitment. co uk or contact him on .
Leeds
£45,000 to £55,000 plus benefits and bonus
Duties and responsibilities include:
*Research and prepare Technical 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 good understanding of FCA regulations and FCA products.
*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 and ideally Level 6 Chartered status, or close to being.
*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 investments and pensions.
*Ability to use technical financial planning tools, financial modelling and back office software.
How to apply:
Please send your CV immediately to sj@ rewardrecruitment. co uk or contact him on .
Job number 3491082
Increase your exposure to recruiters with ProJobs
Thousands of recruiters are looking for you in the Job Master profile database, increase your exposure 4 times with a ProJob subscription
You can cancel your subscription at any time.
metapel
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...