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Para Planner

Ad number 3064763, visitors 264
Placed: 05/12/17
Region: Hertfordshire
Location: Stevenage
Category: Jobs


Content of the advertisement:

Company Profile - Para Planner
Established Stevenage based Financial Services organisation have a new opportunity for an experienced Para Planner to join their expanding team. The purpose of this role is to provide the highest levels of support to the sales team, to help deliver the agreed strategy and procedural objectives regarding compliance standards.

Job Description - Para Planner
You will provide vital support and will act as the technical interface between the Consultants and Clients, providing a professional and holistic financial service.
Receiving instructions during debriefings from advisers following client meetings.
Interpreting data obtained by advisers during client meetings
Analysing data and using research tools to provide solutions to meet client needs
and objectives, including cash flow modelling
Providing records to support research undertaken.
Consolidation of client needs and objectives, together with the recommendations and course of action in a written format via a suitability letter, client specific illustration and key features document working closely with the consultants.
Preparation of Suitability Letters, Specialist Report Writing, and Cash Flow modelling including preparation of spreadsheets.
Research and Recommendations with full audit trail.
Support BDM in assisting consultants to identify Business opportunities.
Provide technical input and assist in the preparation of client seminars
Manage BAs Technical and Compliance, design and implement training programme for BAs to reach and maintain highest technical standards.
Assist BDM and compliance officer in consultant T&C and KPI management
Supporting Compliance Officer with regulatory record keeping and reporting.
Maintain positive relations with providers and their representatives.
Dealing with client queries raised by either client or providers/consultant.
Accompany consultants on client visits if required.
Responsible for ensuring own knowledge kept up to date and to notify colleagues of any relevant developments.
Complying with the FCA Rulebook and the firms internal procedures at all times.

Benefits Para Planner
£30,000 per annum
9am 5pm Monday to Friday
25 days holiday entitlement
Onsite Parking
Competitive Pension Scheme
Private Medical

Due to the high volume of applications we are currently receiving it is unfortunate that we are unable to respond to all applicants individually. We will endeavour to contact all suitable candidates within 7 working days. If you have not heard from Lawrence Dean Recruitment within this time then unfortunately your application has been unsuccessful, however we will keep your details on file and contact you regarding any new opportunities that arise.

Please note Lawrence Dean Recruitment is acting as an employment agency & business

"Lawrence Dean Recruitment - All About People"

Lawrence Dean Recruitment is an independently owned recruitment agency specialising in both temporary and permanent business support roles in the Hertfordshire area. Our clients range from large, blue-chip companies, to smaller owner-managed local businesses. As a Lawrence Dean candidate you can expect a different service to our competitors, where you feel valued and thoroughly involved in your next career move. We are experienced recruiters with extensive local market knowledge and are passionate about finding our candidates not just any job but the right job

Price / Salary: £30000/annum


Keywords: Accounting - Financial - Insurance

Contact details:

Lawrence Dean Recruitment


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