We are delighted to be working with one of the UK's leading independent, Defined Benefit Advice specialists who strive to provide exceptional levels of customer service and compliance.
They are looking for a Paraplanner to join their growing in house team at their head office in Knutsford and on a remote basis dependant on location.
The ideal candidate will need to have report writing experience and be used to working in a fast paced environment whilst producing high quality work.
Role
Establish client objectives by reviewing the fact find documentation.
Liaise with Advisers and Administrators to ensure full policy information is obtained
Production of quality, accurate, compliant reports.
Report Writing
To establish and maintain continual dialogue with financial advisors ensuring quickest possible turnaround.
Skills and knowledge
Must be familiar with Selecta pension and dynamic planner
Experience in writing pension transfer reports – both DB and DC
Familiar with CashCalc, desirable but not essential
Strong IT literacy and good typing skills.
Accurate with good attention to detail.
Strong knowledge of pensions and retirement options
Pension Paraplanner (Home Based)
We are delighted to be working with one of the UK's leading independent, Defined Benefit Advice specialists who strive to provide exceptional levels of customer service and compliance.
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