Paraplanner

Posted 10 May by Morgan Turner Recruitment Ltd Easy Apply

Our client a leading financial services practice are looking for a hardworking, reliable and ambitious Paraplanner to join their Pensions team.

Reporting to the Pensions IFA you will be responsible for preparing suitability letters, reports and recommendations, undertake pension reviews and product and fund research. In addition you will formulate illustrations and proposals whilst undertaking research to support research and provide technical support to complex client queries whilst supporting the IFA with any additional duties as required.

You will have at least 12 months experience within financial service and a Pensions Administration background would be advantageous. Furthermore you will be highly organised, possess a high attention to detail and have the ability to work well individually and as part of a team

This is a great opportunity to develop your career with this company who along with ongoing training and support offer a rewarding remuneration package

Required skills

  • Financial Services
  • Remuneration
  • Reports

Reference: 35107858

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