Pensions Specialist Paraplanner
Heat Recruitment
3d ago

A highly successful Financial Planning practice based in Bridgend are looking to add a technical professional to their back office team.

They are a holistic IFA firm and provide advice across a broad range of case types for both private and corporate clientele.

The Opportunity

This is the chance to work with the existing technical team on some highly complex cases including a variety of pension transfers for HNW clients.

They have a strong reputation and are expanding at an impressive rate currently by offering their clients a top-quality service to allow them to make the best decision for them to improve their financial well-being.

Duties and Responsibilities :

  • Ascertain that procedures followed by the company are Compliant and follow the guidelines set out by the FCA Process and deliver Suitability reports for IFA’s
  • Provide recommendations to clients on Investments and Pensions based on your own research and to be able to support these recommendations with a coherent explanation Work effectively autonomously or as part of a team
  • Respond efficiently and effectively to requests from Company advisers and Management Assist in analytic work, including cash flow forecasting and investment analysis
  • Use of financial planning software tools
  • Develop productive working relationships with colleagues and clients
  • Skills :

  • Previous experience providing technical support within an IFA practice environment
  • Level 4 Diploma Qualified and preferably a desire to work towards Chartered Status.
  • AF3, AF7, AF8 or G60 would be advantageous.
  • Good technical knowledge of Pensions, Investments and experience in the application of the rules of the FCA
  • Job Synonyms :

    Paraplanner, Report writer, para-planner, pension transfers, pensions specialist,

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