Paraplanner

Paraplanner

Role: Paraplanner

Salary: Up to £35,000 per annum depending on experience


Location: Wakefield

Our client offers a personalised financial planning service.

The role:

  • To assimilate & segregate information gathered by the Adviser on the CFR
  • To liaise with the Adviser as appropriate to fill any information gaps
  • To collate ceding scheme information to ascertain all present and appropriately dated
  • To work within & stay up to date with Template changes & Advice notes
  • To maintain quality of documentation by paying attention to detail\
  • To work within a regulated environment
  • To work within the constraints of templates including APTUS
  • To replay client wants, needs, problems & consequences of no action
  • To write the letter using correct grammar & spelling
  • To stay abreast of legislative changes
  • Liaise with Head Office admin centres as required
  • Familiar with all major research systems (eg, Analytics, Voyant, etc.)
  • To use checklists to ensure quality of documentation is suitable.
  • Responsible for own study
  • Diploma qualified or working towards it
  • Able to pass regular internal testing of knowledge
  • Attend forums and workshops as appropriate
  • Considering Chartered FP.

 

The successful candidate:

 

  • Will be a fully qualified Paraplanner and/or ideally have at least 2 years experience of report writing
  • The ability to balance conflicting demands in a calm and friendly manner.
  • Ability to work autonomously & remotely
  • Analytical with precise attention to detail
  • Ability to accurately transpose information
  • Comfortable with templated Suitability Letters
  • Experience in setting up and maintaining systems, processes and procedures.

 

Glu Recruit LTD are an equal opportunities employer and are acting as a recruitment agent in the hiring of this role.

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