Paraplanner - Remote
$31,200–$31,200 year
On-siteMeriden, Connecticut, United States
Meriden, Connecticut, United StatesOn-siteFull Time$31,200–$31,200 yearMedium
Full TimeMedium
Job Summary
Draft suitability reports with guidance from Financial Planners, ensuring all information is complete and accurate for advice. Liaise with advisers to interpret client meetings and prepare recommendations with high accuracy. Update workflow records, manage workloads, and maintain accurate case files and departmental standards. Obtain illustrations and Key Features documentation while maintaining technical knowledge of FCA COB rules and industry processes. Provide coaching, mentoring, and training support to Paraplanners to promote best practice and improve paraplanning processes.
Required Qualifications
- 1+ years' experience in a Paraplanning role in a similar environment
- Level 4 Diploma in Financial Planning
- Experience of working with IT systems that support this service
- High level of technical knowledge across the full range of advice
- High-level understanding of FCA COB rules
- Excellent written and oral communication skills
- Methodical and highly organised
- Accurate with good attention to detail
- Complex problem solving
- Coaching and mentoring
- Ability to liaise with colleagues in an articulate and pleasant manner
- High degree of numeracy
- Enthusiasm
- Accuracy
- Ability to work under pressure and manage own workload
- Ability to work as part of a team and to learn new skills/knowledge
- Excellent standard of written and verbal communication
- Good decision-making skills
- Analytical mind and excellent attention to detail
- Excellent time management skills with an ability to work to deadlines
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.