Paraplanner

Posted 31 October by Tenet Group Limited
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Paraplanner - Sale, Manchester - up to £40,000 (depending on expereince and qualifications)

Pension Advice Specialists are a leading provider of technical pension advice in the Defined Benefit sector, with a highly qualified existing team of Pension Transfer Specialists.

As part of the firm’s continued growth they are looking for a Paraplanner to work alongside their Pension Transfer Specialists and Financial Advisors. The role will involve:

  • Writing suitability reports using templates
  • Running and checking TVAS using Selectapension
  • Checking the quality of submitted paperwork from IFAs
  • Communicating with IFAs, schemes and clients to obtain missing information
  • Having case ownership from start to finish
  • Running cash flow models

You’ll be an experienced Paraplanner with recent financial services and pension experience (preferably in defined benefit). The perfect candidate will also have:

  • Experience in writing suitability reports
  • TVAS experience
  • Excellent attention to detail and technically minded

Ideally you will have a Level 4 Diploma in Financial Planning or already be working towards this with completed pension exams R04 (or equivalent).

In return you’ll receive a competitive remuneration package including:

  • Up to 40k salary (dependent on qualifications and experience)
  • 25 days holiday plus public holidays
  • 3.5% Matched Pension
  • Performance related bonus
  • Opportunity to progress / study support

Reference: 36151592

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