Overview
Paraplanner Jobs in Northwich, UK at Aimtech Recruitment Ltd
Key Responsibilities Liaisewithadviserstounderstandclientobjectivesandgatheranyadditionalinformationrequiredtocompletesuitabilityassessments Reviewfact-finddatatodevelopaclearpictureofeachclientsoverallfinancialposition Investigateclientqueriesthoroughlyandprovideclear,accurate responses Carryoutcomparativeanalysistosupportwell-informedclientrecommendations Conducttechnicalresearchaspartofreviewingexistingfinancialarrangements Performtaxplanningassessmentswhereappropriate Createandinterpretcashflowmodelstosupportfinancialplanningadvice Prepareclientsuitabilityreportsandcorrespondencewithinagreedtimeframes,ensuringaccuracyandclarity Produceannualreviewreportsandclientcommunicationsinlinewithagreedservicelevels Ensureallclient-relatedworkmeetsregulatorystandardsandissupportedbyappropriatedocumentation Adhereatalltimestotherequirementsofthe Financial Services and Markets Act
2000andrelevant
Financial Conduct Authority (FCA) rulesandprinciples Supportpositiveclientoutcomesbyfollowinginternalcompliancepoliciesandprocedures,includingthoserelatingtofinancialcrimeprevention(e.g.anti-moneylaundering,data protection,fraud,andanti-bribery) Stayinformedofrelevantdevelopmentsinproducts,legislation,andtechnicalguidance Maintaintherequiredlevelofprofessionalcompetencefortherole Completeandaccuratelyrecordongoingcontinuingprofessionaldevelopment(CPD) Skillsand Experience Holdsa Level4
Diploma(orequivalentqualification) Strongworkingknowledgeof Microsoft Office applications ,particularly
Exceland
Word Effectivewrittenandverbalcommunicationskills Strongorganisationalandtimemanagementabilities Professionalandconfidenttelephonemanner Highlevelofaccuracyandattentiontodetail Goodplanningandcoordinationskills Weareanequalopportunitiesemployerandwelcomeapplicationsfromallsuitablyqualifiedindividualsregardlessofrace,sex,disability,religionorbelief,sexual orientation,orage. Duetothehighvolumeofapplicationswereceive,weregretthatwemaynotbeabletorespondtoeveryapplicantindividually.
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Title: Paraplanner
Company: Aimtech Recruitment Ltd
Location: Northwich, UK
Category:
