SENIOR PARAPLANNER ROLE - CAMBRIDGE AREA

SENIOR PARAPLANNER REQUIRED LINKED TO A GREAT COPANY IN CAMBRIDGE. YOU MUST HAVE THE SKILLS AND ABILITY IN ORDER TO BE LINED UP. 2 remote days allowed linked to this potentially.

As a Senior Paraplanner provide support and guidance to less experienced paraplanners with involvement in process changes and improvements where required and coaching and training of more junior members of the team. At all times those in this role ensures full compliance with the regulatory and organisational procedures, act honestly, fairly and professionally in accordance with the best interests of clients to deliver good outlines.

Technical / Qualifications

• Experience of providing a first-class paraplanning service
• Experience in all Financial Planning practices and disciplines including Investments, Pensions and Protection, with 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)
• Studying towards Advanced Diploma in Financial Planning, with the aim of achieving Chartered Financial Planner status (desirable).

More Skills

• Excellent customer service skills
• Excellent interpersonal and communication skills
• Excellent technical knowledge on financial planning products
• Strong numerical skills. Excellent accuracy and attention to detail
• Excellent planning and prioritisation skills
• Strong collaboration skills
• Sets a positive example for others to follow.
  

  FCA Conduct Rules =

  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:

JOB EXPECTATION: -

• 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.Actively support Wealth Planners by carrying out high quality research on a full range of financial planning products and services including pensions, life insurance, tax planning and investment management to enable the Wealth Planner to provide a full holistic advice service to clients, which delivers good outcomes. A Paraplanner in this role would have significant experience to be able to support Wealth Planners delivering more complex 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.

GREAT OPPORTUNITY FOR A SENIOR PARAPLANNER WHO IS LUCKY TO BE RECRUITED