Head of Paraplanning

  • Location


  • Discipline:


  • Job type:


  • Salary:

    c.£50,000 + Benefits

  • Consultant:


  • Email:


  • Job ref:


  • Published:

    about 3 years 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