CF30 Consulting with a very well established and respected firm of Independent Financial Advisers based in Altrincham, they are currently looking to bolster the adviser support team by recruiting an experienced Paraplanner.
You will be responsible to support a team of Advisers with a long standing client bank with varied products and levels of wealth. You will be supported by a team of administrators.
Relevant Skills and Knowledge
- The requisite technical knowledge and qualification i.e. Pension Transfer Specialist qualification
- Knowledge and understanding of compliance procedures
- Dealing with clients in a compliant manner
- Ability to use Word and Excel
- A working knowledge of Financial Planning IT Systems
- Ability to use various platforms
- Experience in producing suitability letters for DB Pension Transfers
- Keep up to date with all relevant product, legislative and technical changes
- To ensure all client files are compliant on an ongoing basis
- To produce suitability letters for DB Pension Transfers and any other financial recommendations where required
- Preferential experience of working with Defaqto and Selectapension research tools
- If you are looking to further your career in financial services please apply today and one of our consultants will contact you to discuss the details.
If you are looking to further your career in financial services please apply today and one of our consultants will contact you to discuss the details.