Naukrijobs UK
Register
London Jobs
Manchester Jobs
Liverpool Jobs
Nottingham Jobs
Birmingham Jobs
Cambridge Jobs
Glasgow Jobs
Bristol Jobs
Wales Jobs
Oil & Gas Jobs
Banking Jobs
Construction Jobs
Top Management Jobs
IT - Software Jobs
Medical Healthcare Jobs
Purchase / Logistics Jobs
Sales
Ajax Jobs
Designing Jobs
ASP .NET Jobs
Java Jobs
MySQL Jobs
Sap hr Jobs
Software Testing Jobs
Html Jobs
IT Jobs
Logistics Jobs
Customer Service Jobs
Airport Jobs
Banking Jobs
Driver Jobs
Part Time Jobs
Civil Engineering Jobs
Accountant Jobs
Safety Officer Jobs
Nursing Jobs
Civil Engineering Jobs
Hospitality Jobs
Part Time Jobs
Security Jobs
Finance Jobs
Marketing Jobs
Shipping Jobs
Real Estate Jobs
Telecom Jobs

Paraplanner (part home based working)

Job LocationBirmingham
EducationNot Mentioned
Salary£32,000 - £38,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

ParaplannerAssist Financial Planners in reviewing, analysing and preparing compliant financial plans for clients that verify the recommendations made and are in accordance with the philosophy.Professional Skills and Qualifications

  • Previous Paraplanning experience
  • hold dip pfs with a desire to progress to Chartered (ideally already started with exams)
  • Key Tasks
  • Prepare fully compliant reports for Adviser’s clients, supporting the recommendations made.
  • Conduct all Annual Reviews in line with SLAs
  • Consider the various online facilities offered by product providers and select the ones that would most beneficial
  • If applicable, review file notes and issue clear instruction of requirements to admin
  • Update and maintain the workflow and AO activities as and when required
  • Required skills
  • Financial Planning
  • Financial Services
  • Paraplanning
  • Reports
  • Suitability
  • Keyskills :
    Financial Planning Financial Services Paraplanning Repts Suitability

    APPLY NOW

    © 2019 Naukrijobs All Rights Reserved