Paraplanner Role In Croydon (Flexible working available)
**Goddard Perry Consulting **are looking to expand their Paraplanning team.
We are a family owned firm based in Croydon Surrey -role initially based in the office but there will be scope to work from home.
Areas of responsibility and accountability
• To research and prepare Suitability Reports for consultants within required Service standards.
• To support GPC in satisfying our independent status, incorporating regulatory, taxation and market developments.
Specific responsibilities and objectives:
• Possess the ability to work in a methodical and accurate manner; analytical thinker, problem solver
• Produce compliant and detailed Suitability Reports in line with Mifid II requirements
• Complete all supporting documentation in an accurate manner
• Adhere to strict FCA regulations, in-house policy and procedure and compliance
• Liaise with the advisory team, client administrators and others
• Be a strong team player
• Via self-assessment and feedback identify CPD needs to maintain and enhance competency status and undertake appropriate activity to meet those needs
• Undertake Projects as required
• To be the point of contact for Provider consultants
Qualifications:
• Membership of CII/PFS
• Level 4 or close to achieving
• Full record of CPD
Competencies
• A thorough understanding of products, tax wrappers and technical matters
• Energy, enthusiasm and drive
• Self-motivation and initiative
• Excellent written communication skills ensuring that the Suitability Report reflects the options and detail to allow the clients to make an informed decision
• Good inter personal skills and the ability to communicate effectively with people at all levels within and outside the Organisation
• Good telephone presentation skills
• Thoroughness, accuracy and attention to detail
• Good at nurturing business relationships and rapport building
• Positive attitude
Please email your CV to hr@goddardperry.com