Pension Paraplanning Expert

4 days ago


Wilmslow, Cheshire East, United Kingdom Prestige Recruitment Group Full time

We are seeking a Pension Paraplanning Expert to join our Prestige Recruitment Group team in Wilmslow.

The successful candidate will have experience in pension paraplanning and a strong understanding of the financial services industry. Key responsibilities include supporting the adviser team, preparing suitability letters and reports, analysing financial products, matching clients' goals and objectives with suitable outcomes, recording clients' data accurately and complying with regulations, communicating with clients and advisers, and preparing and implementing meeting action points.

About the Role
  • Provide expert support to the adviser team on pension-related matters.
  • Analyse complex financial data to identify suitable solutions for clients.
  • Prepare comprehensive suitability letters and reports for clients.
Requirements
  • A deep understanding of pension legislation and regulatory requirements.
  • Experience in working with sensitive client information.
  • Ability to work effectively in a fast-paced environment.

Salary: £35,000 - £40,000 per year

Job Type: Full-time, Permanent

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