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Position: Paraplanner
Location:
Position Type: Permanent
Sectors/Categories: Financial Services,Paraplanners
Salary: £40000 per Annum
Pensions Paraplanner
Location: Gloucestershire
Salary Indicator: £40K +
This is a superb opportunity to take the lead on a high profile pensions position supporting key partners within a quality IFA Practice through the production of reports and pensions analysis. The right candidate will have an extremely strong Pensions background combined with a history of being in a client facing role
Duties and Responsibilities:
Drafting tender documents and presentations
Conducting research, analysing and presenting the results using the appropriate modelling tools
Responsible for the drawing up of all client communications
The installation of a new Defined Contribution scheme and salary sacrifice arrangements
Excellent Communication skills with both colleagues and clients
A duty to uphold the correct industry Compliance procedures
Skills and Responsibilities:
You will require excellent Pensions knowledge and be from a background where you are already advising clients
Specialist Pension Transfer Credentials such as AF3 or G60 along with J04 J05 advanced pensions qualification
An extremely strong background of tax/trust planning, investments and specialist pensions such as SIPP.
The ability to discuss pension issues within a wider commercial context and to understand the role of developing new solutions to these issues
At least 3 to 5 years experience in a similar role.
Company Name: Heat Recruitment
Advertised On: Heat Recruitment
Date Posted: 26 May 2011
