Valued where you are? - salary neg depending on experience - Experienced para Planner.
Based in the Portsmouth area
As an experienced Para Planner you can take this opportunity to develop your experience and knowledge, reaching into a more senior role perhaps within your career.
You may have graduated recently and have gained some experience and be seeking out a further opportunity and advancement.
Your excellent communication, report writing skills along with detailed knowledge of FCA's rules and a broad knowledge of the financial services sector in general is ideally what the company is looking for but willing to open up the position if you have developed great knowledge without vast amounts of experience as you can develop further with the business.
Having kept up to date with legislative changes, new products in the marketplace - to be aware of the clients business and ethical and fair treatment of all to be monitored and improved where necessary.
You will work alongside the financial advisers to ensure clients are provided with accurate and professional financial planning experience
All paperwork and compliance needs to be maintained thoroughly and whilst solution led you wil have the experience of preparing information for analysis and to liaise with legal and tax advisers.
This position is one the an experienced Para Planner can really make their own with autonomy throughout the process.
If you have the experience and knowledge please send your Cv to
para planner, FCA, Financial advise, Para planner
This job was originally posted as www.totaljobs.com/job/76128814