Db Paraplanner
3 weeks ago
The opportunity for an excellent DB Paraplanner to join a fantastic Accountancy and Financial Planning company in the London area
They are a rapidly expanding company with exciting plans for the future, who value ambition, and nurture it in a friendly, positive place to work -?where efforts are recognised, and every opinion counts.?
Their staff enjoy remote and flexible working arrangements, with access to their offices in London, and regular social events for the whole company and individual teams.?
**Responsibilities**
- Use research tools to ensure appropriate Defined Benefit transfer focussed advice is provided to the client.
- Liaise with Advisers and providers for additional information to support the recommendations put forward.
- Prepare Suitability Reports.
- Respond to technical client queries relating to trusts defined benefit pensions and tax.
