Paraplanner (Defined Benefit)

  • Job Reference: 1033
  • Date Posted: 2 September 2022
  • Recruiter: Independent Resourcing Consultancy
  • Location: Altrincham
  • Salary: £35,000 to £45,000
  • Sector: Paraplanning, Compliance, Financial Advisers
  • Job Type: Permanent
  • Contact: Jon Minns
  • Email: jon@cf30.co.uk

Job Description

Our client is a leading provider of technical pension advice in the Defined Benefit sector, with a highly qualified existing team of Independent Financial Advisers and Pension Transfer Specialists.

As part of the firm’s continued growth they are looking for a Paraplanner to join the team alongside their Financial Planners.

The role will include;

  • Writing suitability reports using templates
  • Running and checking TVCs using Selectapension
  • Checking the quality of submitted paperwork from IFAs
  • Communicating with IFAs, schemes and clients to obtain missing information
  • Having case ownership from start to finish
  • Running cash flow models

You’ll be an experienced Paraplanner with recent defined benefit pension experience. The perfect candidate will also have:

  • Experience in writing suitability reports
  • TVC experience
  • Excellent attention to detail and technically minded
  • Experience in cashflow modelling

Ideally you will have the Level 4 Diploma in Financial Planning or already be working towards this with completed pension exams (R04 or equivalent).

In return you’ll receive a competitive remuneration and package.