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Paraplanner/ Pension Transfer Specialist - Newcastle

Job LocationNewcastle Upon Tyne
EducationNot Mentioned
Salary35,000 - 50,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Pension Transfer Specialist ParaplannerA fantastic opportunity has arisen for an experienced Paraplanner and Pension Transfer Specialist (PTS) to join a well-established firm of financial planners who give advice to both private and corporate clients on a wide range of financial planning issues.On offer will be a competitive salary and an attractive benefits package plus continued professional development.This will be a long-term role within a secure business that is thriving.The Paraplanner roleThe core purpose of this role will be to work in a team who jointly support the firms financial planners with creation of their recommendations.

  • You will conduct fund and provider research, access existing portfolio valuations and create analysis and comparison reports demonstrating viability and strength of suggested financial plans.
  • You will create bespoke suitability letters justifying the reasons for each piece of advice.
  • Areas covered will include mainly pensions and investments but also protection, both individual and corporate business.
  • Analysis of clients existing arrangements will also be required to determine ongoing suitability.
  • Liaising with IFAs, providers and clients over the telephone and email.
  • You will ideally be a pension transfer specialist so able to look after complex pension cases ad take all actions necessary to take these to completion.
RequirementsProven experience within a paraplanning role with strong technical knowledge of investments, pensions and protection is preferable.You will ideally hold or be working towards the CII Level 4 Diploma. Candidates with pension specific qualifications are encouraged to apply including AF3, AF7, G60, PETR or equivalent.To apply, send your cv to jenny @ tempestjones . com

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