DB Pensions Paraplanner

Job reference
Sale, Cheshire, United Kingdom
Start date
To be arranged
IFA jobs / Other jobs
Contract type(s)
Full time
Date posted

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

Recruitment Connection
Recruitment Connection
01372 237058