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Vision FS Recruitment
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Bristol, Bristol
Pension Paraplanner
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Job Type: Full-time |
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Salary: £30,000 per annum |
Overview
Position : Pension Paraplanner Location : Bristol Minimum Requirements : Level 4 qualified, and either G60, AF3 or AF7. Salary/package : £30,000 to £45,000 comprehensive benefits package YOUR NEW COMPANY Our client is a specialist provider of financial education and guidance in the workplace, supported by regulated financial advice for individuals. This vastly successful nationwide business, which is almost 20 years old, is currently on course to become a FTSE 100 company inside the next 5 years. THE ROLE The Pension Paraplanner role’s purpose is to provide technical pension support to the Pension Transfer Specialists and Advisers who advise private individuals in relation to investments, pension funding, pension consolidation and retirement income options. The role's key duties include: Provide technical assistance and research Provide responses to technical queries Provide comprehensive support to the Pension Transfer Specialists and Advisers Undertake analysis and review of transferring pension schemes, income drawdown and phased retirement plans Identify outstanding pension information as required Ensure all client information and facts are up to date for analysis review to be undertaken and liaise with clients as required to obtain outstanding information Assist with the preparation of client reports in relation to pension planning, pension transfers and retirement income options REQUIREMENTS Candidates interested in the Pension Paraplanner vacancy will have the following criteria: Strong pension and investment knowledge CII Diploma in Regulated Financial Planning or equivalent Advanced pension related qualifications e.g. G60, AF3 or AF7 REMUNERATION / PACKAGE The package for the Pension Paraplanner role is as follows: Competitive salary of between £30,000 & £45,000 Bonus Pension Healthcare 25 days annual leave Various other benefits Next steps: If you are happy to apply for this position, please click on the Apply button and attach an updated copy of your CV. Vision-FS Recruitment is a leading London City based Financial Services Recruitment business and cover the entire UK market. Vision-FS Recruitment was founded to specialise within the IFA/Wealth Management, Private Banking and Employee Benefits Recruitment.