Job Details
Pension Paraplanner
Sector:Financial Services
Region : North West England
Location: Liverpool
Salary: Salary dependant on experience and qualification
Job Ref.: CL1711PSWW
Job Information
A leading wealth management firm and Pension Specialist in Liverpool are seeking a Pension Paraplanner with strong technical knowledge to fully support and work alongside the Advisers, in the provision of sound financial services advice.Responsibilities
* Compilation of financial reports, along with appropriate research to identify suitable products
* Provide guidance on technical issues to both Advisers and fellow Paraplanners
* Prepare written correspondence to clients
* Prepare meeting information for Advisers ahead of client appointments
* Provide technical assistance to Advisers
* Work as part of a team in the delivery of compliant and sound advice
* Ensure procedures are regularly reviewed in order to promote best working practices
* Chase outstanding information regularly and monitor performance of 3rd parties
*Understand and be able to calculate the effects of pension contribution tax relief on an individual’s tax computation
Prospective Candidates
* A strong financial services background
* G60 or AF3 Qualification
* Excellent analytical and research skills
* Strong report writing and verbal/numerical skills
Salary £35,000 - £40,000
Benefits:
• 25 days holiday plus bank holidays
• Discretionary bonus scheme (subject to individual and business performance)
• Pension : 3% core employee contribution plus 6% employer contribution
• Private medical : employer pays full cost for employee only with the option for the employee to add additional dependants via salary sacrifice arrangement
• Death in service lump sum
• Accidental death and dismemberment cover
• Permanent Health Insurance (income protection) : eligible after 2 years’ service
• Flexible benefits
• discount/vouchers and cashback for retailers both instore and online
• childcare voucher scheme via salary sacrifice arrangement
• Car scheme available to all permanent employees via salary sacrifice arrangement
• Eyecare scheme
• Car parking available to all permanent employees via salary sacrifice arrangement
• Dental plan available to all permanent employees via salary sacrifice arrangement