Job Details

Job description

This home based Pensions Paraplanner job is available within an award winning firm that has a specialist team of Pension Transfer Financial Advisors. You will receive a £4,000 welcome bonus on passing your probation at 6 months!

As a large part of your role will be supporting the Financial Advisors providing advice on DB and DC pension transfers. Therefore, as a Paraplanner, your duties will include

• Reviewing factfinds and meeting notes from their team of Financial Advisors to ensure they meet compliance guidelines
• Undertaking research and financial calculations to identify appropriate financial planning solutions
• Draft suitability reports, for final approval by the Financial Advisor
• Provide detailed technical support to ensure their private clients receive quality, compliant advice meeting their financial planning needs

Career Progression

As a people focused business, they are committed to supporting and enabling professional development. A lot of their current Financial Advisors have come through the ranks, therefore for the right individual, there would be progression available.

Pension Paraplanner Requirements

• You must have experience as a Paraplanner with good knowledge of DB pensions
• Ideally you should hold full Level 4 Diploma in Financial Planning
• Must have strong attention to detail and able to explain complex information clearly

The Company

This multi-award winning, people focused business is a well-respected Independent Financial Advice firm. This Independent Financial Advisory company was setup over a decade ago by a leading life and pensions provider. This firm has grown to approximately 190 employees across the country and has developed a substantial list of private clients and SME corporate clients who choose to use them for financial advice.

Pension Paraplanner Benefits

• Salary of £37,000 - £45,000 dependent upon experience and qualifications
• Plus, £4,000 welcome bonus paid on passing your 6 months probation!
• Plus, company benefits include 25 days holiday plus bank holidays, 6% employer and 3% employee pension contribution, 4x life assurance, PMI, income protection and critical illness plus many more!
• Home based role with visit to their office in Farnborough typically once every 2 – 4 weeks
• Regular charity initiatives, including 1 day annual allowance for charity work
• Normal working hours

Locations

Home based

Call us now on 0208 0044 154 or click Apply

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