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Paraplanner Swansea

Focus Search and Selection
Job LocationSwansea
EducationNot Mentioned
Salary£25,000 - £34,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

Paraplanner - SwanseaPrincipal Accountabilities General

  • To work under own initiative and prioritise work effectively.
  • Maintain good time management and effective organisation ensuring that tasks are prioritised.
  • Maintain the knowledge required to undertake your role by training and reading and ensure you comply with the FCA rules and relevant legislation, as well as the firm’s processes, policies and procedures.
  • Greet all incoming calls in a professional business and courteous manner.
  • Comply with all company procedures and the Individual Conduct Rules as listed above.
  • To treat all client and firm’s information with the utmost confidentiality.
    • Core Tasks
  • Be able to analyse client information conscientiously and accurately in order to undertake the required support and research.
  • Understand what client data is required and be able to apply all the company’s research systems to obtain and record the required information to support recommendations.
  • Prepare letters and reports ensuring they are clear and cater for all the areas covered in the FCA guidance /rules as well as the client’s specific needs in a concise and balanced manner explaining clearly charges and disadvantages together with the main reasons for the advice.
  • Upload all research documentation to back office system.
  • Submit cases for pre-sale checking where appropriate.
  • Check New Business packs for accuracy prior to Presentation meetings
    • In return you will be offered a salary of £25,000 to £34,000, generous benefits package and bonus structure.Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role.Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief. Required skills
  • Back Office
  • Report Writing
  • Research

    • Keyskills :
    Back Office Rept Writing Research

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