Paraplanner (Defined Benefit)

  • Job Reference: JM/01
  • Date Posted: 2 September 2022
  • Recruiter: Independent Resourcing Consultancy
  • Location: Knutsford
  • Remote Working: 100% remote working possible
  • Salary: £35,000 to £40,000
  • Sector: Paraplanning
  • Job Type: Permanent
  • Contact: Jon Minns
  • Email: jon@cf30.co.uk
  • Telephone: 07854851535

Job Description

IRC is delighted to be recruiting and experienced Paraplanner with experience of Defined Benefit (DB) Pension Transfers, on behalf of our client, a very well established and market leading financial planning firm which specialises in Pension Transfers.

THIS CAN BE EITHER OFFICE BASED OR REMOTE BASED SO WE WILL CONSIDER APPLICANTS ANYWHERE IN THE UK

Specific activities include:
• Check all compliance paperwork is present
• Confirm client risk profile is determined
• Discuss client objectives with planner

Preparing recommendations – with emphasis on DB Pension Transfers
• Identify areas for planning
• Undertake research both independently and with the Financial Planner to identify suitable solutions to meet the client’s needs
• Prepare information/comparisons for analysis by planner
• Consider current and future allocation of assets for investment strategy with regard to client risk profile
• Prepare draft recommendation reports to be discussed/signed off by planner

Implementing recommendations
• Prepare suitability letters in accordance with the agreed recommendations
• Complete application / proposals forms
• Implement the chosen investment strategies

Essential Attributes
These would be expected of an experienced paraplanner and developed in a trainee
• Understanding of the Financial Planning process
• Able to work within defined business processes
• Ability to achieve agreed outcomes without supervision
• Prioritise and plan own workload
• Detailed and accurate • Articulate
• Excellent inter‐personal skills, both written and verbal
• Ability to multi‐task and prioritise effectively
• Good IT skills  • Good report writing skills
• Ability to work independently and in a team
• Broad knowledge of financial services world
• High level of technical knowledge

Qualifications
•Ideally qualified to Level 4 Diploma with either– G60, AF7 or AF5 however this is not essential