Pensions Paraplanner Position

6 days ago


Peterborough, Peterborough, United Kingdom CV-Library Full time

About the Job:

We are looking for a highly skilled Pensions Paraplanner to join our team at CV-Library. In this role, you will play a vital part in our financial planning services, working closely with our financial advisors to develop and review customers' financial plans.

Your Key Responsibilities:

  1. Developing and maintaining comprehensive knowledge of financial products and services.
  2. Preparing detailed financial reports and presentations for clients and stakeholders.
  3. Providing exceptional customer service, responding to client queries and concerns.
  4. Supporting the development of new business opportunities and partnerships.

What We Offer:

  • Competitive salary: £40,000 - £45,000 per annum dependant on experience.
  • Flexible working hours, including hybrid options.


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