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Final Salary Paraplanner

Final Salary Paraplanner

Posted 22 August by REED Insurance
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Chartered Financial Advisers based on the outskirts of Ringwood are seeking a Paraplanner specifically with experience within Final Salary Transfers to work within a team is of 5, with 2 Financial Planners, One being Chartered and the other a Fellow.

Salary on offer to £45,000 + benefits, flexible working hours and study support.

• Prepare reports to a professional and timely standard
• Carry out technical pension transfers
• Provide information for annual reviews and identify areas not covered
• Communicate with selected clients third parties
• Develop and maintain all processes relevant to technical support
• Undertake financial planning and product-based research

Ideal candidates will have a strong background in Paraplaning along with being Level 4 Diploma and AF3 qualified. With the ability to use technical financial planning tools and back office systems to ensure 5* report writing.

Please apply online today or contact for more information.

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 35214612

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