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Posted 6 March by Cordant People Easy Apply Ended
  • To work within a regulated environment
  • To work within the constraints of templates including APTUS
  • To replay client wants, needs, problems & consequences of no action
  • To write the letter using correct grammar & spelling
  • To stay abreast of legislative changes
  • Liaise with Head Office admin centres as required
  • Familiar with all major research systems (eg, Analytics, Voyant, etc.)
  • To use checklists to ensure quality of documentation is suitable.

Responsible for own study

  • Diploma qualified or working towards it
  • Able to pass regular internal testing of knowledge
  • Attend forums and workshops as appropriate
  • Considering Chartered FP.

Paraplanning Duties;

  • Produce research for the IFA on the required product using relevant research tools
  • Prepare product analysis from ceding information, or information provided by IFA
  • Input Attitude to Risk analysis on Dynamic Planner
  • Ensure client records are up to date on back office systems
  • Assimilate and segregate information gathered by the IFA from the Fact Find
  • Liaise with Advisers as appropriate to fill any information "gaps"
  • Obtain illustrations, application documents and all paperwork required for sign up.
  • Assist with business submissions
  • Prepare a compliant & robust Suitability Report
  • Maintain quality of documentation by paying attention to detail.
  • Work with colleagues to maintain up to date knowledge and share best practices.

Skills -

The ability to balance conflicting demands in a calm and friendly manner.

  • Ability to work autonomously & remotely
  • Analytically with precise attention to detail
  • Ability to accurately transpose information
  • Prior Para Planning experience
  • Comfortable with templated Suitability Letters
  • Experience in setting up and maintaining systems,

##Cordant People are an employment agency and are an equal opportunities employer - CP1##

Cordant Group is an equal opportunities employer

Reference: 34612897

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