Pensions Technician (Paraplanner)

ST Resourcing
Newcastle Upon Tyne
From £25,000 to £38,000 per annum
30 Sep 2017
05 Nov 2017
Contract Type
Full Time
Whilst supporting a leading wealth management company in the Newcastle area, they have asked that I secure them a Pensions Technician to sit within their Technical Team. At a high level, the purpose of the role is to review fact finds following client/adviser meetings, research using research tools and create suitability letters.

The role is a key hire in this business and with that there is a degree of autonomy. You will need to review the initial client risk profile in conjunction with the fact find, checking its completed and explains actions point for Investment type, product, source of funds and the fees or fee source.

When presenting a recommendation, you will need to make sure it includes all required documentation and provide all to the Advisers. There are times you will need to assign cases to less experienced Technicians in the team and coach them appropriately.

To be successful in this role you will need to be experienced in a similar type or role, perhaps Paraplanner or report writer within a wealth management company. The diploma in financial planning is desired, along with strong pensions knowledge so the AF3 qualification will be of significant interest to them.

Please apply or contact Peter Stebbings at ST Resourcing for more information.

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