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Head of Paraplanning

  • Location

    Manchester

  • Discipline:

    Compliance

  • Job type:

    Permanent

  • Salary:

    c.£50,000 + Benefits

  • Consultant:

    #

  • Email:

    pclayton@merje.com

  • Job ref:

    PC/13974

  • Published:

    5 months ago

Our client is a well-respected financial services organisation looking for a Head of Paraplanning to provide supervision of Paraplanning department and staff.

The role-

  • Maintain work logs and pro-actively manage workload to ensure deadlines are met
  • Aid adherence with FCA and internal compliance procedures
  • Assisting when required completing regulatory requirements and processes
  • Preparing client reports, suitability letters and supporting research
  • Preparing pension transfer analysis reports
  • Analysis of investment portfolio composition and performance
  • Handling technical client queries
  • Research and preparation for client meetings

Key Requirements-        

  • Level 4 Diploma qualified (or equivalent)
  • Experience in Pensions
  • Previous experience in a Paraplanning role