Paraplanner

Recruiter
Cordant People
Location
Wakefield
Posted
08 Apr 2018
Closes
20 Apr 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
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.

Paraplanning Duties;

* Produce research for the IFA on the required product using relevant research tools
* Prepare product analysis from ceding information, or information provided by IFA
* Input Attitude to Risk analysis on Dynamic Planner
* Ensure client records are up to date on back office systems
* Assimilate and segregate information gathered by the IFA from the Fact Find
* Liaise with Advisers as appropriate to fill any information “gaps”
* Obtain illustrations, application documents and all paperwork required for sign up.
* Assist with business submissions
* Prepare a compliant & robust Suitability Report
* Maintain quality of documentation by paying attention to detail.
* Work with colleagues to maintain up to date knowledge and share best practices.

Skills -

The ability to balance conflicting demands in a calm and friendly manner.

* Ability to work autonomously & remotely
* Analytically 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,

##Cordant People are an employment agency and are an equal opportunities employer - CP1##

Cordant Group is an equal opportunities employer

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