Fantastic opportunity for experienced Paraplanner to join successful Wealth Management company offering strategic and holistic financial planning advice nationwide.
Flexible working available with an excellent benefits package, including company bonus scheme and exam support for professional qualifications.
Role
Analyse and assess information from third parties.
Prepare and analyse Critical Yield Calculations/Charges comparisons.
Prepare suitability reports.
Process surrender, withdrawal requests and payment change requests across Investments, Pensions and Life products.
Liaise and deal with Client, Adviser and Provider correspondence including telephone, email and letter all within a timely manner.
To Be Considered
Previous experience working within the financial services industry as a Paraplanner.
Understanding and knowledge of financial services products available within the advice setting.
Suitability Report writing experience.
Working towards Diploma.
Good level of technical knowledge especially in respect of pensions and investments.
