Paraplanner - Canterbury

Our client is looking for an experienced Paraplanner to join their expanding team based in Canterbury, Kent.

Main Job Purpose:

To support advisers in providing compliant advice to clients.

Responsibilities:

· Preparation of suitability reports from approved templates

· Draft templates for approval

· Obtain relevant quotations from providers

· Process new business

· Obtain client information

· Obtain policy information

· Demonstrate principles of Treating Customers Fairly in all customer dealings

· Communicate easily understandable recommendations to customers in all cases, and in writing

· Aware of and complying with the rules of the FCA and the set procedures of the business to achieve compliance Comply with the requirements laid down in the

· Compliance and Administration procedures

· Create compliant client files where all communications are documented correctly

· Support the provision of good quality advice and service that does not require customers to make complaints Complete CPD activity to meet identified needs and complete training activity records accordingly

· Ensure any rule breaches are brought to the attention of the Senior Management

· Develop and maintain the highest possible compliance standards in all aspects of the business

· Such tasks that the Director(s) may consider appropriate to your role, training and experience

Qualifications:

· Full FPC or Certificate of Financial Planning (first paper required for Trainee status)

If you are interested in this position then please forward your CV to sam@artemisrecruitment.co.uk

Paraplanner - Canterbury

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