TechnicalParaplanner Leeds 45,000to55,000plusbenefitsandbonus Dutiesandresponsibilitiesinclude: ResearchandprepareTechnicalFinancialPlans,SuitabilityReportsandLetters. Cashflowmodellingandforecasting. Prepareandcollatedocumentationtosupporttherecommendationandjustifytheproviderandproductrecommended,includingInvestments,Pensions,andProtection,alongwithagoodunderstandingofFCAregulationsandFCAproducts. Manageyourownworkflowsandtasks. Processimprovements:review,enhanceandstreamlineparaplanningprocesses,systemsandprocedurestoincreaseefficiencyintheparaplanningteam. Requirements: YouwillholdtheDiplomaLevelFourqualificationandideallyLevel6Charteredstatus,orclosetobeing. Goodunderstandingofthefinancialplanningprocessandassociatedcomplianceaspects. Drivenandfocusedwiththeabilitytocompletetasksunderpressureontimeandrightfirsttime. Experienceofreportwritingandconductinginvestmentandproductmarketresearch. Technicallyproficientacrossallareasoffinancialplanning,especiallyinvestmentsandpensions. Abilitytousetechnicalfinancialplanningtools,financialmodellingandbackofficesoftware. Howtoapply: PleasesendyourCVimmediately orcontact Stuart on 07747 782934. TPBN1_UKTJ
Job Title
Paraplanner