Experienced Paraplanner Wanted

Recruiter
Reed Insurance
Location
Worcestershire
Salary
25000.00 GBP Annual
Posted
12 Oct 2017
Closes
09 Nov 2017
Contract Type
Permanent
My Client is a well known group of companies who are looking to add to their IFA business and are seeking a Paraplanner to join their expanding team.

They foster a culture of internal progression and offer exam support and will aid study, with examination books paid for!

DUTIES:

• Comply with the Financial Services and Markets Act 2000, the FCA Statements of Principle & Code of Practice and the relevant FCA rules at all times.

• Comply with the relevant Compliance, TCF, T&C and Financial Crime Procedures of the firm at all times.

• Prepare suitability reports / fund switch letters in line with company procedures and tasks

• Conduct research as required to support recommendations

• Liaise with technical and compliance departments when required

• Assist in follow up action requested in relation to a compliance file check.

• Deals effectively with clients and colleagues, understanding the need to manage clients and colleagues expectations

• Will understand the need for confidentiality of information and will deal with personnel issues appropriately and sensitively.

Experience needed:

- Ideally you are Diploma Qualified or working towards
- Paraplanning experience is essential
- High attention to detail
- Previously written suitability reports
- Previously conducted Research

Reed Specialist Recruitment Limited is an employment agency and employment business