SKILLED PARAPLANNER ROLE - CAMBRIDGE AREA
Wonderful Company recruiting a skilled PARAPLANNER With the minimum of the level 4 Diploma in Paraplanning. The company may allow 2 remote days only weekly and 3 days in the office.
YOU NEED THIS SKILLS TO GO FORWARD TO IT
- Experience of providing a first-class paraplanning service
- Experience in all Financial Planning practices and disciplines including Investments, Pensions and Protection, gaining experience of dealing with more complex areas of financial planning advice
- Educated to at least A Level/Higher standard (or equivalent)
- RQF level 4 Diploma in Regulated Financial Planning (or equivalent)
- Commitment to study towards Advanced Diploma in Financial Planning, with the aim of achieving Chartered Financial Planner status (desirable)
A Paraplanner in this role would have good experience to be able to support Wealth Planners delivering financial planning advice. Prepare client centric suitability reports and other documentation, adhering to the Company’s processes and compliance framework. Paraplanners in this role are proactive in their support to Wealth Planners and take the initiative to maintain their technical knowledge and expertise keeping updated on developments and movements in the financial markets and industry.
The FCA sets out a baseline level of conduct and good behaviour for those working in financial services and you must always ensure that your behaviour and actions in undertaking your role demonstrate that you are meeting the FCA Conduct Rules, as follows:
- Must act with integrity
- Must act with due skill, care and diligence
- Must be open and cooperative with the FCA, the PRA and other regulators
- Must pay due regard to the interests of customers and treat them fairly
- Must observe proper standards of market conduct
Must act to deliver good outcomes for retail customers linked to great paraplanning skilled. Application is linked to a skilled PARAPLANNER AS OUTLINED WITH MINIMUM LEVEL FOR AND MINIMUM OF AROUND 3 YEARS SKILLS.