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Pension Paraplanner
2 months ago
Eventus Recruitment are seeking a career Paraplanner to join a successful IFA business based in Manchester City Centre. You will benefit from 25 days holiday plus bank holidays, flexible working hours, relaxed working culture with a hybrid working model (1-2 days in office if desired), flexible work patterns and an excellent pension plan. *
The incoming Paraplanner will have previous experience and strong pension knowledge due to large volume of retirement planning work. Understand clients overall financial position from IFA fact finds.
* Conduct annual reviews in line with SLAs.
* Providing support with preparation of new business reports and annual suitability review letters.
*The successful Paraplanner will ideally have experience of intelligent office and FE analytics. Excellent pensions knowledge.
* Experience of using a cashflow planning tool / software.
* 25 days holiday plus bank holidays.
* Flexible working hours.
* Hybrid working model (1-2 days in office if desired)
* Bonus scheme.
*A well-established Independent financial advisor in the heart of Manchester specialising in retirement planning work, personal investments and corporate advice. Alternatively, if you are interested in learning about this career enhancing job opportunity, please contact Shelley Gilchrist at the Eventus Recruitment Group via email at duncan.The Eventus Recruitment Group are award-winning recruitment specialists operating in the Legal, HR, Finance and Accountancy sectors across the UK. Our privacy policy can be found on the bottom of our website.
Job Types: Full-time, Permanent
Additional pay:
* Bonus scheme
Company events
* Company pension
* Free parking
* On-site parking
Monday to Friday
Remote working/work at home options are available for this role.
