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Paraplanner (Pensions Management)

Paraplanner (Pensions Management)

Godalming- Surrey (office based role)

£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.

The Role:

  • 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.
  • Analysing statistics.
  • 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.

The Person:

  • 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.

Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&Cs, Privacy Policy and Disclaimers which can be found at our website.

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