THE PENSIONS ADVISER  Salary

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3 STOKES HOUSE STUBLEY LANE DRONFIELD S18 1PG ENGLAND
TIN: 09505818
 Finance and Insurance
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THE PENSIONS ADVISER

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THE PENSIONS ADVISER is looking for employees for positions:

experienced paraplanner

  • experienced paraplanner

Working hours

  • full-time

Responsibility

  • we are looking for an experienced Paraplanner to join our small but expanding team at The Pensions Adviser
  • as a Paraplanner you will be building on your previous experiences within financial services and looking to develop the technical skills necessary to be successful
  • predominantly working on non-client facing tasks, you will need to use your knowledge of working to financial regulations and maintain strong attention to detail whilst compiling data and reports
  • you MUST have at least 5 years’ experience working with an IFA or for a Wealth Management Company and ideally Level 4 Diploma Qualified/Chartered
  • supporting the IFA, creating and compiling quality financial planning reports and conducting research on financial strategies, plans, and products
  • to attend seminars and webinars relevant to the role and company
  • carry out any other duties and responsibilities as may reasonably be required by the evolving needs of the business
  • ensure that client data is reflected fully and accurately, at all times, in the Fact find document, meeting notes and on our back-office systems