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Brevere Group
,
London, Greater London
Pensions Paraplanner
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Job Type: Full-time |
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Salary: £40,000 per annum |
Overview
Our client, an award winning IFA firm based in the City of London, are keen to strengthen their Paraplanning & Technical Support team. Based in spacious and modern offices and supported by innovative infrastructure, you will be part of a knowledgeable and dedicated team providing in depth technical services to Clients and Advisors with a specific focus on Pensions and Retirement Planning. You will assess the current circumstances and deliver detailed analysis and recommendation in the form of suitability reports. Your work will cover Defined Benefit Transfers and you must be able to demonstrate a thorough understanding of the processes and compliance requirements involved. Your work will also cover associated Financial Planning products including Investment and Estate Planning. The successful candidate will have experience of Paraplanning within a Financial Planning environment and will be able to demonstrate in depth knowledge of producing Suitability Reports. You will have passed professional qualifications, be highly IT literate and be able to communicate clearly with Advisors and Clients. This is an excellent opportunity to join a highly successful firm where you can further your career and work with a highly professional team Pensions, Paraplanner, Paraplanning, IFA, Wealth Management, Financial Planning Investments By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website