Paraplanner ( Well Established Financial Advisers)

Recruiter
Orion Recruitment
Location
Harrow
Salary
From £30,000 to £35,000 per annum
Posted
01 Oct 2017
Closes
03 Nov 2017
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

A Great opportunity has arisen within this well established Financial Advisers for a Paraplanner with Level 4 Qualifications and 3 -4 years of experience.

·Writing pension transfer suitability reports.

·Dealing with personal pensions, Group pensions, SIPP’s and Occupational pensions.

·Preparing TVAS comparison tables.

·Preparing performance comparisons charts using FE Analytics

·Sending Letters of Authority

·Contacting Pension providers for illustrations, protection quotes, client updates.

·Experienced user of Select a Pension Software

·Other Adhoc Duties

The ideal candidate will have past experience working within Pensions and Investments.


This job was originally posted as www.totaljobs.com/job/75108528