DB Paraplanner

Posted 1 week ago by Heat Recruitment
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The opportunity for an experienced Defined Benefits Paraplanner to join a fantastic pensions firm who focus on providing a high quality financial planning service.

The Opportunity

During a period of key expansion, our client is looking for an experienced Paraplanner to support the successful Financial Planners of the business. The firm has the flexibility to mould the perfect opportunity around each person’s specific skillset, so the role can be tailored to exactly what you want and can be home based.

Key Responsibilities

  • Writing suitability reports using templates
  • Running and checking TVCs using Selectapension
  • Having case ownership from start to finish
  • Running cash flow models

What's on offer?

  • 25 days holiday plus public holidays
  • Private Medical Insurance (PMI) after 6 months
  • 3.5% Matched Pension
  • Discretionary bonus
  • Opportunity to progress / study support

What next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Synonyms: Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner, DB pensions, Work from home, Home based

Required skills

  • DB
  • Paraplanning
  • Pensions
  • Report Writing
  • Wealth Management

Reference: 44346085

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