PARAPLANNER - ORPINGTON - Salary up to £35,000

Clark James Financial Services are working with a highly established Pensions Consultancy based in north west Kent for and an experienced Paraplanner to conduct research, Pension Transfer Analysis and produce technical Suitability letters. Key duties: Providing technical support to the Pensions Advisers on a daily basis Carry our scheme reviews (DB & MP). Carry out DB TVAS reports. Prepare and issue suitability letters. Managing and prioritising workload. Keep clients and Advisers informed of the progress of their case. Deal with Execution Only cases including completing the questionnaire with the client. Carry out annual reviews. Skills & Requirements Progression with professional qualifications, working towards the level 4 Diploma in Regulated Financial Planning Strong technical knowledge of Defined Contribution and Defined Benefit Pension Schemes. Strong experience conducting of Selecta-pension or O&M TVAS Reports Good time management skills and ability to multi-task and prioritise work. Attention to detail and problem solving skills Excellent written and verbal communication skills Strong IT skills including Excel spreadsheets, Microsoft Word and IRESS database Salary Circa £30,000 - £35,000 (depending on level of experience) Liability and Disclaimer The information contained in our advert including any salary or on target earnings information is given in good faith and Clark James Ltd uses all reasonable efforts to ensure that it is accurate. However, Clark James Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Clark James Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert. Please note All applications received will be dealt with in the strictest confidence Due to the volume of applications received we will be in touch if your application has been successful within 7 working days. If you have not received any communication within this time, please assume you have been unsuccessful on this occasion, but the information may be retained in connection with future opportunities.