THE PENSIONS ADVISER Salary
3 STOKES HOUSE STUBLEY LANE DRONFIELD S18 1PG ENGLAND
TIN: 09505818
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Earnings on positions in THE PENSIONS ADVISER
THE PENSIONS ADVISER is looking for employees for positions:
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