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2019-07-29 10:01:011970-01-01 Coast Specialist Recruitment
Job Type Permanent full-time
Location Horsham
Area West Sussex, UK Horsham
Sector FINANCIAL SERVICES - Paraplanning
Salary £35 - 40,000 pa
Start Date
Advertiser John Heffernan
Telephone 01702713739
Job Ref keh-13186
Job Views 165
A well established and growing organisation in the financial services industry, has an excellent opportunity for a Paraplanner to join their team.
The successful candidate will take on a technical role, with a focus on report writing.
Main Duties:
  • Become Subject Matter Expert on the internal system that will allow for a complete and compliant suite of suitability report templates
  • Research key aspects of financial products and be able to apply the information to differing advice scenarios.
  • Awareness of industry changes to suitability report requirements
  • Proactive management of the content within the system to ensure periodic review and update of content.
  • Co-ordinate and deliver training on this system to as and when required to support and enhance the quality of suitability reports
  • Excellent knowledge of retail investment, savings, pension and protection products
  • Excellent knowledge of suitability report content, format and requirements
  • Significant experience composing suitability letters
  • Strong knowledge of FCA rules and their interpretation/application within a Compliance Function
  • Ability to communicate with others confidently whilst remaining flexible/adaptable
  • Highly developed analytical, observational, written and verbal communication skills
  • Exemplary attention to detail
  • Significant progress towards the achievement of a level 4 Diploma Qualification
If you would like to apply for this vacancy, please contact Karen Halliday
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Essex Branch:
Coast House
387 London Road
Hadleigh, Essex

Telephone: 01702 713739 |

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30 – 32 High Street
KT19 8AH

Telephone: 01372 738020 |

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