Para Planner

05 Oct 2018
14 Oct 2018
Contract Type
Full Time
Our client in Wakefield is looking to recruit for a paraplanner on a full time basis. The role will involve the following:

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 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.

This is a full time permanent role and for the right candidate they are looking to pay up to £35,000.

Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.

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