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Paraplanner - Home Based

  • Location: Manchester
  • Salary: £50,000 + benefits per year
  • Job Type:Permanent

Posted 10 days ago

  • Sector: Compliance
  • Contact: Paul Clayton
  • Expiry Date: 13 November 2021
  • Job Ref: PC/18149

​As part of the firm’s continued growth they are looking for a Paraplanner to join the team alongside their Pension Transfer Specialists

Key responsibilities include:

• Writing suitability reports using templates

• Running and checking TVCs using Selectapension

• Checking the quality of submitted paperwork from IFAs

• Communicating with IFAs, schemes and clients to obtain missing information

• Having case ownership from start to finish

• Running cash flow models

The Person:

• You’ll be an experienced Paraplanner with recent defined benefit pension experience

• Ideally you will have the Level 4 Diploma in Financial Planning

Please note, should feedback not be received within 28 days due to the large volume of applications, unfortunately your application has been unsuccessful. However, we may be in touch with similar relevant opportunities.