Paraplanner

Recruiter
TribePost Ltd
Location
Leeds
Salary
Up to £35k Depending on Qualifications
Posted
01 Oct 2017
Closes
03 Nov 2017
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

Paraplanner

Location: Leeds, West Yorkshire
Salary: Up to £35k, Depending on Qualifications
Contract: Permanent, Full Time

The Role:

Key areas of responsibility include but are not limited to:

Gather relevant information:

  • To assimilate & segregate information gathered by the Adviser on the CFR
  • To liaise with the Adviser & Client as appropriate to fill any information gaps
  • To gather ceding scheme information from third parties
  • To work within & stay up to date with Template changes & Advice notes

Construct a Compliant & robust Suitability Letter:

  • To work within a regulated environment
  • To work within the constraints of templates
  • 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 centre’s as required
  • Familiar with all major research systems (eg, Analytics, Voyant, etc.)
  • To use checklists to ensure quality of documentation is suitable

Achieve & maintain relevant qualifications:

  • 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

This job description provides an overview of the role and will develop over time in line with the requirements of the Practice.

Skills and Experience:

  • 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
  • Prior Para Planning experience
  • Comfortable with templated Suitability Letters
  • Experience in setting up and maintaining systems, processes and procedures.
  • Up to date Knowledge of regulation and legislation

Benefits – after 6 months:

  • Gym membership
  • Private Medical Insurance
  • Travel Insurance

If you feel you have the necessary skills for the above position and have a desire to work as part of our team, please click on APPLY and forward an up-to-date CV and cover letter, explaining why you are a good fit for this role

No Agencies please.
This job was originally posted as www.totaljobs.com/job/76006497