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Technical Paraplanner

Posted 3 hours 12 minutes ago by Reward Recruitment

£45,000 - £55,000 Annual

Permanent

Full Time

Other

Yorkshire, Leeds, United Kingdom, LS1 8

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 co uk or contact him on .