Job Details

Job description

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

Career progression

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

• You should have strong 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. 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

• Salary of £30,000 - £40,000 dependent upon experience and qualifications
• 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!
• Regular charity initiatives, including 1 day annual allowance for charity work
• Ideally office based role, however they are open to consider experienced Paraplanners on a home based basis with once a week visit to the office
• Normal working hours

Locations

Farnborough

Call us now on 0208 0044 154 or click Apply

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