An exciting new opportunity has arisen for a Pensions Paraplanner to join a small yet highly established Wealth Manager based in Surrey. The main purpose of this role will be to support the Financial Planner in informing and advising Clients on financial strategies, plans and products.
Main duties will include:
·Supporting the Financial Planner in preparing Client Financial Plans and Advice Reports ·Developing and maintaining internal relationships to help maintain business flow and meet agreed targets ·Promoting the profile of the firm within the profession and wider communities ·Continuous professional development to meet regulatory requirements and personal development needs
The right candidate will have Proven experience in Final Salary Pension Transfer and be able to read DB Pension Statements as well as excellent letter writing and grammar; ability to use simple English language
This is an excellent opportunity for the right candidate to join a highly established and successful firm where you will be rewarded with an excellent salary, flexible working hours and the opportunity to work under your own initiative.
Please quote 43078 when calling Alexander Lloyd. This is only one of many vacancies we are handling. Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include IFA, Advisors, Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc.
Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website www.alexanderlloyd.co.uk for any other roles which may be of interest