Pension Paraplanner

  • Ref: EHX11849
  • Industry: Financial Services
  • Categories: Pensions
  • Location:
  • Salary:
  • Type: Permanent

About the Role

Do you hold the Diploma in Regulated Financial Planning?

Are you looking for a new opportunity in an innovative and sociable environment?

A rare opportunity has arisen for a Pension Paraplanner to join an award-winning company based in central Liverpool City Centre offices. This company can offer fantastic benefits including a market-leading salary, private medical insurance and a discretionary bonus; alongside that you will be working in a culture that is supportive and forward-thinking.

In this role you will be putting your Level 4 diploma to good use, providing technical pension support, preparing client reports and advising individuals in relation to their investments. You will be a valued member of the team, and there may even be the prospect to study further.

Duties for the Pension Planner include:

  • Liaising with advisers
  • Analyse transferring of pensions
  • Provide technical pension support and research
  • Calculate pension contributions
  • Communicating across all levels


  • Diploma in Regulated Financial Planning
  • Good pension and investment knowledge
  • Understand pension rules
  • Strong communication skills

So if you are an experienced paraplanner who is looking for the next exciting step in your career then look no further! If you pride yourself on delivering a knowledgeable and personable service to clients, you could be the ideal candidate. The company can offer an environment that supports progression, as well as a competitive salary and enviable benefits. Apply now – you won’t regret it!

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