£42,000 – £47,000 DOE + Flexitime + Private Healthcare + Career Progression + Pension + Company Benefits
Do you have experience as a paraplanner, looking to work for an award-winning SiPP and SSAS provider, who has grown to become a highly successful administrator with over 8,000 self-invested personal pensions (SIPPs) and approaching 1,400 small self-administered schemes (SSAS) with assets in excess of £7.6b, who will support you in shaping your career?
Are you looking to be a part of a specialist service with a company that will prioritise your success, with a clear map for fast-track promotion and opportunity to work your way towards the top table management team?
On offer is the opportunity to step into a varied role, with a multi-faceted, highly regarded pensions management firm, where you will be providing in-depth research and analysis and recommendations on matters such as platform reviews, tax-planning products and providers based on established criteria.
To analyse fact-finding data and understand if there is sufficient information on which to base a suitability report
Understanding the required content of a suitability report and conducting own research into any missing information before compiling it.
Use paraplanner on-line software to amend and mould template reports into client-specific documents.
Working with IFAs on what recommendations would best suit the client in line with their objectives and circumstances
Liaising with compliance on pre-sale checks, maintaining logs, use of risk warnings etc.
Qualified in Financial Planning
Experience as a Paraplanner
On offer is an excellent opportunity, for a Paraplanner to join an ambitious firm that will provide you with unlimited career progression, where you will be making an immediate impact on your portfolio of clients.
Keywords: Pension Administrator, SiPP, SSAS, Paraplanner, Financial Planning If you are interested in this role, click ‘apply now’ to forward an up-to-date copy of your CV.
We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered remuneration will be dependent on the extent of your experience, qualifications, and skill set.