Reed Insurance
Stockport, North West England
10 Jun 2017
10 Jul 2017
Contract Type
Full Time
An exciting opportunity for an experienced Pensions Help Paraplanner to join an innovative leading Organisation in Wealth Management!

This organisation is a focused business who puts the needs of their clients at the heart of everything they do. They strive to offer the very best service every step of the way and are keen to hire likeminded individuals to maintain their values.

Salary: up to £36,000 dependant on experience.

Duties Include:

• Prepare Transfer Value Analysis Reports.
• Write Pre Sale Suitability Reports for Final Salary Transfers, Money Purchase Transfers and Pension Income Reports.
• To provide all support material for client recommendations, including illustrations.
• To handle telephone enquiries about Pension Transfers from Financial Advisers within the group.
• Promote the Pension Transfer Bureau within the Group.
• To update clients with progress of transfer cases.
• Liaise effectively with clients, product providers, associations and other departments.
• To complete administration associated with transfer cases.
• All of the above in a compliant manner as set down by the Group and the Regulator’s procedures.
• Maintain records of transfer cases.
• Undertaking any other reasonable duties as requested.

An Ideal Candidate will have:

• Minimum of FPC1, 2 and 3 or equivalent, Level 4 Diploma (K10 or J04, K20 or J05, G60 or AF3 desirable)
• Competent in producing TV/Ass and Suitability Reports
• Competent with Work, Excel and Outlook
• At least 1 years Financial Services experience

If this sounds of interest, please contact Rebecca Hunt on 0161 833 2033 or by email on as soon as possible to be sure to not miss out on this opportunity.

Reed Specialist Recruitment Limited is an employment agency and employment business