Are you a skilled Paraplanner with DB pensions experience?
As a Pensions Paraplanner, you will be supporting their team of specialist Pension Transfer Financial Advisors, who regularly advise on DB pensions. You will be preparing the draft suitability reports on behalf of the Financial Advisors, for their final approval. Plus, your duties will include utilising excellent analytical and evaluation skills to review factfinds and meeting notes to ensure they meet compliance guidelines
As a people focused business, they are committed to supporting and enabling professional development of their team members.In addition, for the right individuals, within the business you could progress to become a Financial Advisor
Pensions Paraplanner Requirements
This multi-award winning, people focused business is a well-respected Independent Financial Advice firm. Based in Farnborough, they have a relaxed working environment and offer a place of work where your career ambitions can be realised, proven by their existing team members success.
Pensions Paraplanner Benefits
Call us now on 0208 0044 154 or click Apply
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