Job Information

Working in partnership with a National Financial Planners in Liverpool I am currently recruiting for a DB Pensions Paraplanner to join a very busy team within a fast paced, professional environment.

As a DB Pensions Paraplanner you will work alongside the Financial Planners and the Support Team, offer technical assistance and ensure an excellent service is provided to their clients.

Duties will include but will not be limited to;

• Fund/Product Research
• Preparing and Implementing Recommendations
• Preparing/Writing Suitability Report Letters
• Maintain up to date industry knowledge and awareness by attending training days

The successful DB Pensions Paraplanner must have worked within a Financial Planners doing a similar role and must have the Level 4 Diploma in Financial Advice and have or be working towards Pension Specialist Qualifications (AF3 or G60).

In return you will receive a salary of up to £40,000 , plus support towards achieving further industry relevant qualifications.


For further information please search `Cameron James Professional Recruitment`, visit our website and contact Richard Kunman.