My client is currently going through a strong period of growth and are now looking for a Paraplanner to work alongside their Pension Transfer Specialists.
Key responsibilities include:
- Writing suitability reports using templates
- Running and checking Transfer Value Comparators (TVC) using Selectapension
- Completing cashflow modelling using Cashcalc
- Communicating with IFAs, schemes and clients to obtain missing information
- Having case ownership from start to finish
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).