Paraplanner

Paraplanner

York

c. £38,000 - £45,000, plus bonus and benefits

Duties and responsibilities include:

• Prepare Financial Plans, Suitability Reports and Letters.
• Cash flow modelling and forecasting.
• Prepare and collate documentation to support the recommendation and justify the provider and product recommended, including Investments, Pensions and Protection.
• Assist with client meetings when required, including note taking and follow up any actions as required.
• Manage your own workflows and tasks.
• Process improvements: review, enhance and streamline paraplanning processes, systems and procedures to increase efficiency in the paraplanning team.

Requirements:

• You will hold the Diploma Level Four qualification (or close to achieving) and have the desire to achieve Chartered and / or Certified financial planner status.
• Good understanding of the financial planning process and associated compliance aspects.
• Driven and focused with the ability to complete tasks under pressure on time and right first time.
• Experience of report writing and conducting investment and product market research.
• Technically proficient across all areas of financial planning, especially pensions.
• Ability to use technical financial planning tools, financial modelling and back office software.

How to apply:

Please send your CV immediately to Stuart at Reward Recruitment Limited or contact him on

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