Paraplanner

Location

Canterbury, Kent | United Kingdom

Job description

Our client is seeking 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 submit a copy of your CV to Sam and we will be in touch.

Job tags

Salary

£35k - £40k per annum