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  • Location: Manchester
  • Salary: c. £32,000 + Benefits per year
  • Job Type:Permanent

Posted over 1 year ago

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

The Person:

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).