Pensions Specialist Paraplanner

  • Shortlist
Location BRIDGEND , Glamorgan
Sector Financial Services
Salary £30,000 - £40,000 Per Annum
Type Permanent
Consultant Michael Garrett
Ref 50809

A highly successful Financial Planning practice based in Bridgend are looking to add a technical professional to their back office team. They are a holistic IFA firm and provide advice across a broad range of case types for both private and corporate clientele.

The Opportunity

This is the chance to work with the existing technical team on some highly complex cases including a variety of pension transfers for HNW clients. They have a strong reputation and are expanding at an impressive rate currently by offering their clients a top-quality service to allow them to make the best decision for them to improve their financial well-being.

Duties and Responsibilities:

  • Ascertain that procedures followed by the company are Compliant and follow the guidelines set out by the FCA Process and deliver Suitability reports for IFA’s
  • Provide recommendations to clients on Investments and Pensions based on your own research and to be able to support these recommendations with a coherent explanation Work effectively autonomously or as part of a team
  • Respond efficiently and effectively to requests from Company advisers and Management Assist in analytic work, including cash flow forecasting and investment analysis
  • Use of financial planning software tools
  • Develop productive working relationships with colleagues and clients

Skills:

  • Previous experience providing technical support within an IFA practice environment
  • Level 4 Diploma Qualified and preferably a desire to work towards Chartered Status.
  • AF3, AF7, AF8 or G60 would be advantageous.
  • Good technical knowledge of Pensions, Investments and experience in the application of the rules of the FCA

Job Synonyms:                 

Paraplanner, Report writer, para-planner, pension transfers, pensions specialist,