Chartered Pensions Specialist firm are currently looking for a Senior Paraplanner to assist the Advisors with research and reports with a background within a similar role.
- The successful candidate will be supporting a team of Specialist Pension Advisers with all research and reports
- Pension switches, including pension transfers and retirement options as well as investments, IHT planning and protection
The candidate must be level 4 diploma qualified and working towards chartered status. Ideally, they will hold either J60, AF3 or AF7 with experience of utilising FE Analytics, Select a Pension and researching defined benefit transfers as well as producing TVAS reports.
Salary and benefits are dependent on experience and qualifications.
- Para Planner
- Senior Paraplanner
- para planning
Bank or payment details should not be provided when applying for a job. reed.co.uk is not responsible for any external website content. All applications should be made via the 'Apply now' button.Report this job
"Office Assistant jobs in London"
'Saved search name'