Paraplanner / Pension Specialist

Job Ref: 

A fantastic opportunity has become available for a Paraplanner to join a market leading financial services company on a permanent basis. Located in Liverpool city centre, my client is a specialist and highly regarded company who have a number of exciting opportunities available across the business.

The Paraplanner will be responsible for providing ongoing support to the Pension Transfer Specialists and Advisors, completing technical research and undertaking analysis and review of transferring pension schemes.

With extensive growth plans in place, this is an excellent time for an experienced financial service professional to continue their career within this highly successful company.

The Paraplanner / Pension Specialist will be responsible for:

  • Provide technical assistance and research to a team of Pension Transfer Specialists 
  • Undertaking  analysis and review of transferring pension schemes, income drawdown and phased retirement plans
  • Provide responses to technical queries
  • Assist with the preparation of client reports regarding pension planning, pension transfers and retirement income options
  • Maintain technical industry knowledge and continuous professional development

Essential Requirements are:

  • You must have proven experience from the financial services / pension industry with an excellent understanding of pension and investments
  • CII Diploma in Regulated Financial Planning or Equivalent
  • Advanced pension qualifications would be highly beneficial
  • Strong understanding of UK financial services, regulation and ethics
  • Ability to calculate allowable pension contributions and the effects of pension contribution tax relief
  • Understand the available pension income options and associated death benefits
  • Excellent attention to detail with the ability to work to deadlines
  • Strong working knowledge of Microsoft Office packages

If you are an experienced financial services candidate who is looking to join a market leading financial services company, then this is the role for you! Alongside a competitive salary, my client can offer a fantastic benefits package including full study support towards industry relevant qualifications. 


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