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Paraplanner

Location: Sale, Manchester | Ref: N2E075

Overview: Pension Advice Specialists are a leading provider of technical pension advice in the Defined Benefit sector, with a highly qualified existing team of Pension Transfer Specialists.
Job Type: Employed, full-time
Salary: Up to £35,000 (depending on experience and qualifications) plus performance related bonus
Tag: Paraplanners

Pension Advice Specialists are a leading provider of technical pension advice in the Defined Benefit sector, with a highly qualified existing team of Pension Transfer Specialists.
 
As part of the firm's continued growth they are looking for a Paraplanner to work alongside their Pension Transfer Specialists. The role will involve:

  • Writing suitability reports using templates;
  • Running and checking TVAS using Selectapension;
  • Checking the quality of submitted paperwork from IFAs;
  • Communicating with IFAs, schemes and clients to obtain missing information;
  • Having case ownership from start to finish;
  • Running cash flow models.

You'll be an experienced Paraplanner with recent pension experience (preferably in defined benefit). The perfect candidate will also have:

  • Experience in writing suitability reports;
  • TVAS experience;
  • Excellent attention to detail and technically minded.

Ideally you will have a Level 4 Diploma in Financial Planning or already be working towards this with completed pension exams R04 (or equivalent).

In return you'll receive a competitive remuneration package including:

  • Up to £35k salary (dependent on qualifications and experience);
  • 25 days holiday plus public holidays;
  • 3.5% Matched Pension;
  • Performance related bonus;
  • Opportunity to progress/study support.

If you feel this could be the right role for you please submit your application today.

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If you are interested in this role or any of our financial, mortgage or protection adviser jobs, please send your CV to adviserrecruitment@tenetgroup.co.uk.

For further information regarding this or any of our other vacancies call us on 0113 239 5316.

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