Your details are being submitted. This may take up to 30 seconds so please be patient. Thank you

Back to top

Financial Services

Canterbury

24/05/2024

Type of Position: Paraplanner - Canterbury
Pay: £30k - £40k

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 

Apply for this job

If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy.