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15 days ago
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Financial Services Paraplanner - Chorley


Additional Resources Ltd
Salary: £12000 - £15000 Per Annum Competitive
Location: Lancashire
Job type: Part Time
Contact: Roy
Category: Finance Office Jobs
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Financial Services Paraplanner - Chorley

20 hours p.w. with flexible working hours

Salary £12k to £15k Plus bonuses

Key Words : Paraplanner, DPA, Data Protection Act, Personal Pensions, Financial Services Products, C#. Web Services

The company

Our client, one of the leading web based tracking company, are continually looking to further develop and grow their in house development team. The opportunity has arisen for an Android mobile applications developer to focus primarily on projects relating to Vehicle Tracking and Lone Worker Protection platform.

Responsibilities:

Supporting the FA by conducting research on products and helping find solutions for medium to high net worth clients
Writing Suitability Reports for the FA to present to clients
Assisting the FA with reviews and customer requests as well as acting as a point of contact for the FA’s clients to deal with day to day queries
Checking files for compliance and completing any work needed in order to meet compliance standards.

Required Skills (technical):

Previous experience working as a Paraplanner/Financial Adviser Assistant
Confident personality
Experience of writing Suitability Reports
knowledge of compliance, TCF, Data Protection Act and Anti-Money Laundering requirements
Flexibility/ adaptability to cope with change
This role would be suited to any of the following;
Financial Planning Administrator
Financial Services Paraplanner

Additional Resources are an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
Financial Services Paraplanner - Chorley

20 hours p.w. with flexible working hours

Salary £12k to £15k Plus bonuses

Key Words : Paraplanner, DPA, Data Protection Act, Personal Pensions, Financial Services Products, C#. Web Services

The company

Our client, one of the leading web based tracking company, are continually looking to further develop and grow their in house development team. The opportunity has arisen for an Android mobile applications developer to focus primarily on projects relating to Vehicle Tracking and Lone Worker Protection platform.

Responsibilities:

Supporting the FA by conducting research on products and helping find solutions for medium to high net worth clients
Writing Suitability Reports for the FA to present to clients
Assisting the FA with reviews and customer requests as well as acting as a point of contact for the FA’s clients to deal with day to day queries
Checking files for compliance and completing any work needed in order to meet compliance standards.

Required Skills (technical):

Previous experience working as a Paraplanner/Financial Adviser Assistant
Confident personality
Experience of writing Suitability Reports
knowledge of compliance, TCF, Data Protection Act and Anti-Money Laundering requirements
Flexibility/ adaptability to cope with change
This role would be suited to any of the following;
Financial Planning Administrator
Financial Services Paraplanner

Additional Resources are an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.

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