Senior Paraplanner
other jobs REED Insurance
Added before 44 Days
- England,North East,Tyne and Wear,Newcastle upon Tyne
- full-time
- £45,000 - £55,000 per annum, inc benefits
Job Description:
Senior Paraplanner Job Type: Full-time, Permanent
Location: Newcastle Upon Tyne
Salary: £45,000 - £55,000
We are seeking a Paraplanner who is not only adept at providing support to a team of advisers but also possesses the skills to train and mentor a team of Paraplanners. The ideal candidate will be comfortable with enhancing and streamlining technical research and report writing processes to increase team efficiency.
Day to Day of the role: * Review and enhance technical research, report writing processes, systems, and procedures to boost team efficiencies.
* Manage the training, coaching, and mentoring of all Paraplanners and Technicians, including induction and ongoing support.
* Oversee processes and tasks, ensuring adherence to FCA and compliance regulations.
* Maintain up-to-date knowledge of UK financial products, legislative changes, and compliance requirements, updating suitability letter templates as needed.
* Ensure client records and fact finds demonstrate the suitability of advice and are accurate and current.
* Conduct technical research and analysis to support Financial Advisers and meet client objectives.
* Prepare cashflow modelling reports for client retirement planning.
* Draft suitability letters for a variety of advice types and financial solutions, ensuring timely issuance with all necessary documentation.
* Assist Financial Advisers with notes for client presentations and, where relevant, accompany them to client meetings.
Required Skills & Qualifications: * Proven experience in a Paraplanning role, with a focus on training and mentoring.
* Strong understanding of financial products and the UK marketplace.
* Knowledge of current budget, legislative, industry, and compliance changes.
* Experience in preparing cashflow modelling and suitability letters.
* Ability to conduct detailed technical research and analysis.
* Excellent communication skills, both written and verbal.
* Commitment to maintaining high compliance standards in line with FCA regulations.
Benefits: * Competitive salary package.
* Comprehensive benefits.
* Opportunities for professional development and career progression.
* Supportive team environment.
Location: Newcastle Upon Tyne
Salary: £45,000 - £55,000
We are seeking a Paraplanner who is not only adept at providing support to a team of advisers but also possesses the skills to train and mentor a team of Paraplanners. The ideal candidate will be comfortable with enhancing and streamlining technical research and report writing processes to increase team efficiency.
Day to Day of the role: * Review and enhance technical research, report writing processes, systems, and procedures to boost team efficiencies.
* Manage the training, coaching, and mentoring of all Paraplanners and Technicians, including induction and ongoing support.
* Oversee processes and tasks, ensuring adherence to FCA and compliance regulations.
* Maintain up-to-date knowledge of UK financial products, legislative changes, and compliance requirements, updating suitability letter templates as needed.
* Ensure client records and fact finds demonstrate the suitability of advice and are accurate and current.
* Conduct technical research and analysis to support Financial Advisers and meet client objectives.
* Prepare cashflow modelling reports for client retirement planning.
* Draft suitability letters for a variety of advice types and financial solutions, ensuring timely issuance with all necessary documentation.
* Assist Financial Advisers with notes for client presentations and, where relevant, accompany them to client meetings.
Required Skills & Qualifications: * Proven experience in a Paraplanning role, with a focus on training and mentoring.
* Strong understanding of financial products and the UK marketplace.
* Knowledge of current budget, legislative, industry, and compliance changes.
* Experience in preparing cashflow modelling and suitability letters.
* Ability to conduct detailed technical research and analysis.
* Excellent communication skills, both written and verbal.
* Commitment to maintaining high compliance standards in line with FCA regulations.
Benefits: * Competitive salary package.
* Comprehensive benefits.
* Opportunities for professional development and career progression.
* Supportive team environment.
Job number 1566950
metapel
Company Details:
REED Insurance
Company size: 2,500–4,999 employees
Industry: Other
Reed Insurance is the UK’s #1 insurance and financial services recruitment agency, with offices located strategically in every financial service...