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Imperium Financial Recruitment
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Manchester, Greater Manchester
Paraplanner
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Job Type: Full-time |
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Salary: £30,000 per annum |
Overview
To provide professional support and assistance to the Pension Transfer Specialists (PTS) and client service process. Preparation of compliant Specialist Pension Suitability reports for issue to clients, and introducers based on information provided by the Pension Transfer Specialist (PTS). Keep up to date with training and supervision requirements according to their competence as set out in the T&C Scheme. Act with integrity and professionalism; paying regard to the interests of our customers (treating them fairly); and being open and co-operative Monitor expiry dates and prioritise work. Provide weekly reports to the Paraplanner Supervisor relating to output, quality concerns and other Management Information as required. Supporting the PTS in research and analysis to meet Client needs and objectives. Supporting the PTS in preparing Client financial plans and suitability reports. Developing and maintaining internal relationships to help maintain business flow and meet agreed targets. Conduct research and analysis of financial products to meet client requirements Managing the presentation of technical data to the PTS. Keep up to date with FCA related and other regulatory issues including any changes to the FCA rules. Maintain continuous professional development to meet regulatory requirements and personal development needs. Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally. Ensure that the computer records and client file records are complete and up to date at all times. Liase with Product Provider Representatives on behalf of the clients where required. Maintain a diary system to ensure all required actions are carried out at the appropriate time. Preferably QCA Level 4 qualified. Or, working toward this holding R01 & 2 (or equivalent) and at least 2 year’s industry experience.