Paraplanner


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2018-05-21 13:51:061970-01-01Coast Specialist Recruitment
Job Type Permanent full-time
Area Berkshire, UK
Sector FINANCIAL SERVICES - Paraplanning
Start Date
Advertiser John Heffernan
Job Ref keh-12614
Job Views 532
Description
Paraplanner
Purpose
  • The job-holder will be responsible for helping an digital advice service deliver a fully automated and compliant personalised advice service to end users.
Responsibilities
  • Checking and signing off streamlined, simplified financial advice (CF30 authorisation and competent adviser status will be required within 6 months. Support will be given to achieve this)
  • Updating standard paragraphs and templates
  • Updating information and guidance on a range of financial advice related topics
  • Other technical research and ad hoc documents to be produced as required
  • Assisting customers with day to day queries and resolving any issues with their suitability reports or related administration
  • Contributing to ideas and ongoing improvement of the service
Skills and Experience
Experience
  • Chartered Status desirable. DipPFS as a minimum with CPD maintained from passing to date.
  • 3+ years report writing and research experience
  • Confident with pensions and pension benefits
  • First-hand experience of pension switches and pension benefit administration
  • Able to work independently
Technical and other skills required
  • Ability to learn quickly and a continual willingness to expand knowledge
  • A proactive, entrepreneurial, self-starter attitude
  • Ability to write in a clear and concise manner for a non technical audience
  • Ability to assimilate new information and understand commercial and technical implications
  • Good Microsoft Office skills, especially Excel, Word, Outlook
  • Experience of or interest in fintech/actuarial/robo-advice sectors desirable
Competencies
  • Teamwork
  • Professionalism & integrity
  • Communication
  • Business acumen
  • Decision Making
  • Problem Solving
Keywords
SectorClear
AreaClear
Job TypeClear
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Essex Branch:
Coast House
387 London Road
Hadleigh, Essex
SS7 2BY

Telephone: 01702 713739 | info@coastsr.co.uk

Surrey Branch:
Aqua House
30 – 32 High Street
Epsom
Surrey
KT19 8AH

Telephone: 01372 738020 | info@coastsr.co.uk

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