Paraplanner ( Well Established Financial Advisers)
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