DB Pensions Paraplanner

Job details

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Location Near Manchester, United Kingdom
Date Posted 25th September 2019
Category Pensions Transfer Specialism
Sector Pensions
Salary Negotiable salary depending on experience
Industry Financial Services, IFA
Education N/A
Professional Quals Industry recognised.
Work Hours Full
Reference 5046
Hiring Company Recruitment Connection Ltd
Region North West
Street Address N/A

Description

DB Pensions Paraplanner

Cheshire or Home based.

Negotiable salary depending on experience

My client is an independent financial advisers in Manchester serving clients throughout the UK and overseas and advising on retirement advice, tax efficient investment, risk management and insurance as well as estate planning.

They are seeking to recruit an experienced paraplanner with experience in DB schemes and who is happy to become authorised. The role will focus on providing advice, analysis and report writing function for DB transfers for clients referred from IFA’s and also their own international sales team.

You will collect all the quantitative detailed information required to prepare and implementing recommendations as well as undertaking reviews. You may also attend client meetings.  You should have made good progress with their professional qualifications and be expected, if not already, to attain Chartered and/or Certified Status within a reasonable time scale.

The company have the backing of a multi-million pound global organisation and have an established and successful DB transfer services, in their own direct to client transfer and general financial planning services . This is a great opportunity to join a growing business which will offer career progression.

Ref: 5046

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About

Simon Bean is managing director of the Recruitment Connection and has been recruiting since 1985. He is a Fellow of the Institute of Recruitment Professionals (IRP).