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Financial Services

Broadstairs

21/07/2024

Type of Position: Paraplanner - Broadstairs
Pay: £28k - £30k

Paraplanner - Broadstairs

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

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