Paraplanner - Pension Specialist - Sale - Previous experience and qualifications essential
MB Fitzgerald are currently working with a leading provider of technical pension advice in the Defined Benefit sector to recruit for an experienced Paraplanner to join their team in Sale.
In the last 2 years, this company have gone from strength to strength and now have a team of highly qualified Pension Transfer Specialists. Their current Paraplanner requirement is to ensure that their clients continue to receive the highest quality service possible.
As a Paraplanner, you will be responsible for:
- Writing suitability reports using templates
- Running and checking TVC
- 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
Candidates should be experienced Paraplanners and will ideally hold the Diploma Financial Planning as a minimum. Previous DB Pension Transfer experience will give you an advantage and any candidates holding G60, AF3 or AF7 will hold an advantage.
The company are one of the fastest growing financial planning businesses in the north-west and continued growth plans will open up plenty of opportunities for progression within the company in the future. You'll become a specialist in a niche area of Financial Planning and will learn skills that will make you invaluable to the business.
On offer is a highly competitive salary of up to £40,000 plus great company benefits including; Pension, 25 days holiday, annual bonus.