Paraplanner Pensions Transfers

Paraplanner (Pensions Transfers) (Diploma 4 Qualified) - Salary £45,000 + Bonus + Excellent Benefits

Based: Home Based or office

We are searching for experiencedParaplanners with experience in pensions transfer work (DB schemes) to join our market leading Client a large Wealth Management firm who provide advice to HNW individuals and SME’s.

Suitable candidates must be either part or fully Diploma 4 qualified, but experience is more important - you will ideally have a minimum of 3 years Paraplanning experience within pensions.

Key Responsibilities:

• Use research tools to ensure independent/whole of market/holistic advice is provided to the Client
• Review Client Fact-Finds/Client Meeting notes against defined Compliance guidelines
• Issue clear and accurate feedback confirming required actions to avoid complaints
• Liaise with consultants for additional information to support the recommendations made
• Prepare draft suitability reports within an agreed timescale for the Client.
• Maintain technical knowledge necessary to assess the suitability of advice provided by consultants.
• Identify and report potential cases of financial crime
• Maintain records to the standards necessary to demonstrate Consultant performance
• Meet the departmental standards regarding service standards and productivity.
• Obtain illustrations and Key Features Documents and associated documentation
• Ensure all record keeping is maintained on the Clients database
• Work in a team and manage individual targets for work

Essential Skills and Experience:

• Paraplanning within an FSA regulated environment for a minimum of 3 years is essential.
• Experience of holistic paraplanning but also Defined Benefit pensions transfer work
  Experienced within pensions specifically and Pensions Transfers (DB schemes)
• Experience of working within an IFA firm is ideal used to working to targets
• Excellent analytical and evaluation skills
• Dealing with FSA objectives, Principles, advice processes and propositions
• Ideally fully Diploma 4 qualified but we can consider part qualified candidates too with a willingness to work towards full FP Diploma
• Willingness to work towards CII Diploma or equivalent and any Regulatory RDR qualification
• Strong organisational skills with good IT skills are essential
• Excellent communication skills and high level of numeracy is essential

This is a great opportunity for a motivated and professional Paraplanner to join an exceptional firm who will support your career, provide excellent benefits, full home working set up and flexible working.

Full training will be provided for the successful candidate on our Client’s business process, workflow and back-office system, and there are genuine opportunities to progress. Apply today or telephone us for more information about this role.

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