Paraplanner (Pensions Management) - Financial Planning Specialist
1 week ago
Job Summary:
Vision-FS Recruitment is seeking a highly skilled Paraplanner to join its rapidly-expanding Administration team. As a key member of the team, you will play a crucial role in supporting the Financial Planners in delivering exceptional client service.
Key Responsibilities:
- Conduct regular strategy meetings with the Financial Planners to discuss client needs and develop compliant solutions.
- Undertake product and provider research to identify suitable options for clients within specified timescales.
- Efficiently summarise recommendation options for the Financial Planners and draft letters and suitability reports for a wide range of products, providers, and funds.
- Think independently and work outside of formal template structures to formulate highly individualised client reports.
Requirements:
- Level 4 qualified Paraplanner with experience in Pension Switches and Trusts.
- Intelligent Office experience ideal.
- Up to £45,000 salary (depending on experience).
- 25 days' annual leave.
- Annual bonus.
- Pension (5%, 5%).
- Private Medical.
- Pathway to become a Financial Adviser.
About Us:
Vision-FS Recruitment is a leading Financial Services Recruitment business covering the UK FS market. We specialise in Financial Planning, Wealth Management, and Employee Benefits Recruitment.
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