Senior Paraplanner Pensions
We are recruiting for a highly successful IFA firm with a strong presence in Surrey looking for an Senior Paraplanner with a strong Pensions background.
As the successful candidate you will:
Obtain quotations from pension, life/protection and investment providers, liaise with the Advisor at these firms and chase information for clients where necessary
Pull together valuation reports and assist with annual file reviews, create basic suitability reports to be FCA compliant
You will need to have the following skills to do this successfully:
Extensive experience as a Pensions Specialist or Senior Paraplanner, as the role will be challenging and you will need to be able to hit the ground running.
Strong IT skills, an ability to quickly pick up new systems and a good familiarity with Microsoft Excel, Word and Outlook. Knowledge of Avelo, Advisor Office is highly desirable but not essential.
Some progress towards industry relevant qualifications i.e. Diploma in Financial Planning and AF3 would be advantageous.
You should also be familiar with TVAS reporting as you will be responsible for collating the correct information to send to the relevant provider to produce them.
A positive and polished demeanour, and a methodical mind are essential as well as being extremely well organised. Experience of Compounding on Accumulation would also be advantageous but can also be taught. Please note, the salary for this role is competitive at up to £55,000, but there is also an extensive list of employee benefits including paid parking permit. There is also the opportunity to develop a long-term career here. They strongly believe in looking after their employees.