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    Financial Paraplanner - Alderley Edge, Cheshire, United Kingdom - ALDERLEY PARK RECRUITMENT LTD

    ALDERLEY PARK RECRUITMENT LTD
    ALDERLEY PARK RECRUITMENT LTD Alderley Edge, Cheshire, United Kingdom

    1 hour ago

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    Description
    This is a permanent role and is paying a salary up to £40,000 per annum dependent on experience.
    Comply with the Financial Services and Markets Act 2000 and the relevant FCA rules at all times
    *Comply with the relevant compliance, FTC, T&C, financial crime (anti-money laundering, data security, anti-bribery, fraud and corruption) procedures of the firm at all times
    *Ensure the maintenance and recording of your own personal Continuing Professional Development (CPD)
    Liaise with all Advisers on a regular basis to discuss specific case detail and seek clarification of client objectives client attitude to risk and client capacity for loss
    *Identify and discuss areas for further client financial planning with the Adviser
    *Pension Transfer Analysis
    *An appreciation and understanding of the Financial Planning process
    Broad knowledge and enthusiasm for financial services world
    A high level of technical knowledge about the financial products and services in the market
    An eye for detail and thirst for accurate report-writing
    Excellent IT skills and report-writing skills

    The role is predominantly an office-based role although some local travelling is required to attend training courses and financial services provider presentations.



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