FullyRemoteParaplanner 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. Howtoapply: PleasesendyourCVimmediatelytoStuartatRewardRecruitmentLimitedorcontacthimon 07747 782934. TPBN1_UKTJ
Job Title
Paraplanner - Remote