Paraplanner (Pensions Management)

1 month ago


United Kingdom MERJE Full time

Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs and financial situation to determine a suitable asset allocation recommendation
Review clients' existing pension and investment bpnd arrangements to determine whether a transfer is suitable
Create and lead training for other groups within the firm as needed

Level 4 Qualification - CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable
~3 + years financial services experience
~ This is an exciting opportunity with a prestigious business offering great career development and earning potential going forward.


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