SENIOR PARAPLANNER ROLE – CAMBRIDGE AREA
Reed

Romsey Town, Cambridgeshire
•5 days ago
•No application
About
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 serviceExperience in all Financial Planning practices and disciplines including Investments, Pensions and Protection, with experience of dealing with more complex areas of financial planning adviceEducated 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 skillsExcellent interpersonal and communication skillsExcellent technical knowledge on financial planning productsStrong numerical skills. Excellent accuracy and attention to detailExcellent planning and prioritisation skillsStrong collaboration skillsSets 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 i



