Paraplanner

Andy File Associates Limited is working as a Recruitment Agency on behalf of our client with regards this permanent position.

Key Responsibilities

Main Purpose: The creation of suitability letters/reports

Main Purpose/ Functions

  • To assimilate and segregate information gathered by the Adviser on the CFR
  • To liaise with the Adviser as appropriate to fill any information gaps
  • To collate ceding scheme information to ascertain all present and appropriately dated
  • To work within and stay up to date with Template changes and Advice notes
  • To maintain quality of documentation by paying attention to detail

Construct a Compliant and Robust Suitability Letter

  •  To work within a regulated environment
  • To work within the constraints of templates including APTUS
  • To replay client wants, needs, problems and consequences of no action
  • To write the letter using correct grammar and spelling
  • To stay abreast of legislative changes
  • Liaise with Head Office admin centres as required
  • Familiar with all major research systems (eg, Analytics, Voyant, etc.)
  • To use checklists to ensure quality of documentation is suitable

Achieve and maintain relevant Qualifications

  • Responsible for own study
  • Diploma qualified or working towards it
  • Able to pass regular internal testing of knowledge
  • Attend forums and workshops as appropriate
  • Considering Chartered FP

Qualities and skills 

  • The ability to balance conflicting demands in a calm and friendly manner
  • Ability to work autonomously and  remotely
  • Analytical with precise attention to detail
  • Ability to accurately transpose information
  • Prior Para Planning experience
  • Comfortable with templated Suitability Letters
  • Experience in setting up and maintaining systems, processes and procedures

Responsible to : The Practice Manager

The above is a overview of the role , this will develop over time in line with requirements of the Practice.

 

Andy File Job Enquiry Form

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  • Accepted file types: word, pdf, docx.
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Tagged as: Attention to detail, Paraplanner