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24/05/2024
Type of Position:
Paraplanner - Canterbury Pay:
£30k - £40k 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 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 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)
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Paraplanner - Canterbury Pay:
£30k - £40k 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 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 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)
#J-18808-Ljbffr
