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Paraplanner
Location:
Cheadle Hulme
Description:
Bond Recruitment is delighted to be recruiting an experienced Paraplanner on behalf of our client, a very successful and well-established firm of Financial Planners based in Cheadle, Cheshire. Role overview To prepare research, written suitability reports and technical support to a team of Advisers, Senior Advisers and Partners To ensure that the preparation of advice for clients (internal and external) is of the highest quality and is prepared in a timely manner To assist the Technical Services Manager in mitigating and highlighting any risks to the business To provide relevant MI data when requested to the Management Team Responsibilities Research, Technical Support, Written Reports and the Preparation of Advice To provide technical support, highlighting areas of possible business to Advisers To use the approved research tools to provide the adviser with research to support their recommendations To analyse and research options for the advisers including products and providers as necessary To deliver high quality reports in a timely manner, covering a variety of areas including Mortgages, Protection, Business Protection, Investments, Pensions and Inheritance Tax Planning To ensure cases are submitted and any remedial follow up work is actioned in a timely and prompt manner To highlight any areas of business or specific cases where there may be compliance concerns to the relevant Adviser and/or your Manager where appropriate To follow Network Procedures and Protocol, liaising where required with the checking unit to ensure cases are compliant Assisting the Technical Services Manager in mitigating and highlighting any risks to the company Provide support to the Technical and Services Manager as required Assist other colleagues with any technical and compliance queries as required Flag any areas of the business where appropriate to mitigate risk and ensure quality is maintained Flag any areas or processes where processes are missing or inefficient Provide any MI. Visit ListedBuy for more information.
Company:
Bond Recruitment
Posted:
February 1 on ListedBuy
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More About this Listing: Paraplanner
Paraplanner is a Accounting & Finance Paraplanner Job at Bond Recruitment located in United States. Find other listings like Paraplanner by searching Oodle for Accounting & Finance Paraplanner Jobs.
Paraplanner is a Accounting & Finance Paraplanner Job at Bond Recruitment located in United States. Find other listings like Paraplanner by searching Oodle for Accounting & Finance Paraplanner Jobs.