G60 Pensions Specialist - Paraplanner

Interaction Recruitment
Bristol, Avon
15 Jun 2017
15 Jul 2017
Contract Type
Full Time

The role

As part of a centralised team you will work proactively with advisers, compliance and product providers to help design and deliver first class; client centric solutions. This will include reviewing client circumstances, undertaking the necessary research and then producing concise suitability reports that are accurate and FCA compliant.

As a Senior Paraplanner; we’re looking an experienced professional with extensive pensions knowledge to work on our more complex pensions cases and provide support, guidance and training on occupational pensions and Trust/Tax planning to the wider Paraplanning team.

As part of a fully integrated financial services firm you will be working alongside internal investment managers, product experts and technical advisers. Using our cutting edge back office system you will also assist our dedicated Adviser Support teams to ensure client records are complete, up to date and accurate.

Skills and experience

Successful candidates are likely to demonstrate the following:

  • G60 or Level 4-6 qualified (with preference given to those with AF3)
  • Extensive Paraplanning experience

  • Extensive pensions knowledge

  • Trust/Tax planning knowledge

  • The ability to provide support and training.

  • Strong analytical and research skills

  • Strong report writing and verbal /numerical skills