Senior Pension Consultant
7 days ago
Welcome to EngineeringUK, where we strive to create an exceptional environment for exceptional talent in the field of financial planning.
We are currently seeking a qualified or part-qualified Paraplanner to join our dynamic and quality-focused team, with an exceptional reputation in the market.
Key Responsibilities:- Undertake thorough analysis and research to deliver high-quality outcomes for clients.
- Develop and communicate clear, professional strategies to advisers on quality outcomes, supported by robust rationale.
- Work collaboratively with colleagues to drive quality improvement and ensure consistent, compliant files.
- Contribute to the development and implementation of quality standards, identifying opportunities for improvement and proposing effective solutions.
- A relevant professional qualification (CII Diploma in Regulated Financial Planning or equivalent at Level 4 or above) is essential for the role or can be achieved within 12 months.
- Preferably, candidates should have prior experience in Paraplanning or Advice.
- A deep understanding of assessing suitability of advice outcomes is critical.
- An excellent grasp of Pension and Investment products is necessary for success in this role.
- A solid working knowledge of Risk, Compliance, and Advice in UK financial services is required.
- A good understanding of private wealth products is also essential.
**Salary:** £50,000 - £70,000 per annum.
This role offers a flexible working arrangement, with part of the week spent in the office and part working from home. A relevant qualification is highly desirable.
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