Para Planner

Recruiter
Adecco
Location
Wakefield
Posted
05 Oct 2018
Closes
14 Oct 2018
Sector
Accountancy
Contract Type
Permanent
Hours
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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