Technical Paraplanner

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 co uk or contact him on .