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Paraplanner

  • Location

    Manchester

  • Discipline:

    Compliance, Risk Management

  • Job type:

    Permanent

  • Salary:

    c. £32,000 + Benefits

  • Consultant:

    #

  • Email:

    pclayton@merje.com

  • Job ref:

    PC/16741

  • Published:

    5 months 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).