Pension Paraplanner, Home Based

Posted 12 January by Clever-HR
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Pension Paraplanner
Desk Based from Knutsford Office or Home Based (subject to location)
Salary £35,000 p.a.

We are delighted to be working with one of the UK's leading independent, Defined Benefit Advice specialists who strive to provide exceptional levels of customer service and compliance.

They are looking for a Paraplanner to join their growing in house team at their head office in Knutsford and on a remote basis dependant on location.
The ideal candidate will need to have report writing experience and be used to working in a fast paced environment whilst producing high quality work.

Role

  • Establish client objectives by reviewing the fact find documentation.
  • Liaise with Advisers and Administrators to ensure full policy information is obtained
  • Production of quality, accurate, compliant reports.
  • Report Writing
  • To establish and maintain continual dialogue with financial advisors ensuring quickest possible turnaround.

Skills and knowledge

  • Must be familiar with Selecta pension and dynamic planner
  • Experience in writing pension transfer reports - both DB and DC
  • Familiar with CashCalc, desirable but not essential
  • Strong IT literacy and good typing skills.
  • Accurate with good attention to detail.
  • Strong knowledge of pensions and retirement options

Benefits

  • Salary of £35,000 p.a.
  • Pension and DIS
  • Holiday - 25 days + bank holidays
  • Hours 9 - 5.30 p.m

Required skills

  • Investments
  • Paraplanning
  • Pension Administration
  • Pension Schemes
  • Pension Funds

Reference: 45358601

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