Retirement Planning Assistant
2 weeks ago
The Role:
We are seeking an experienced Pensions Paraplanner to join our team at CV-Library. As a key member of our financial planning team, you will be responsible for supporting our financial advisors in developing and reviewing customers' financial plans.
Your Key Responsibilities:
- Preparation of complex financial strategy reports.
- Building strong relationships with clients to understand their financial goals and objectives.
- Collation of crucial information to provide data and advice to clients.
- Supporting IFA's to ensure seamless delivery of our services.
Requirements:
- A minimum of 2 years experience as a Pensions Paraplanner within a financial environment.
- Strong knowledge of financial products and services, including ISA's, investments, mortgages, and retirement planning.
What We Offer:
- Salary: £40,000 - £45,000 per annum dependant on experience.
- Flexible working hours, including hybrid options.
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