Paraplanner (Pensions Management)

1 month ago

London, United Kingdom Tate Recruitment Full time

Salary: Highly competitive compensation base range DOE + 2 annual discretionary bonuses + extensive benefits.

Flexible Hybrid working.

100% paid premiums for top-tier supplemental medical, dental, and annual health screening plans for employees and qualified dependents.
~28 days annual leave, with the option to purchase up to 3 additional days per year, and up to 8 paid holidays.
~ Enhanced maternity pay package with 16 weeks' top-up to full base pay for eligible employees.
~ Retirement pension plan featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions.
~ Gym subsidy of up to £50 per month.
~ Employee Assistance Program and other emotional well-being services.
~ A collaborative working environment with ongoing training, educational support, and employee appreciation events.


As an experienced Paraplanner, you will join Europe's UK New Business team, providing regulated advice on various financial areas such as pension transfers, bond surrenders, investment taxation, and structure suitability. Reporting to your Team Leader, you will formulate asset allocation recommendations and write suitability reports.

Assess clients' financial situations to determine suitable asset allocation recommendations.
Evaluate existing pension and investment bond arrangements to determine suitability for transfer.
Contribute to ad hoc projects aimed at improving the efficiency of PCA Group.
Adhere to the Training and Competence (T&C) scheme to ensure regulatory compliance.

Level 4 Qualification – CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable.
~3+ years of financial services experience.
~ Exceptional understanding of portfolio management philosophies and financial planning principles.
~ Apply now and contribute to a team committed to providing unmatched service in the financial industry.

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