Pensions Analyst/Junior Paraplanner

Full Time
Job Sector:
Financial Services / Insurance
South Wales
Rhondda Cynon Taff
Salary description:
Start Date:
Heat Recruitment
Job Ref:

Our client is a bespoke financial planning practice based in Pontypridd. They specialise in all aspects from Tax planning, Pension & Investment advice, Insurance & Protection, Mortgages and Commercial Finance.

The Opportunity

This is a fantastic opportunity for a Pensions Specialist or Junior Paraplanner to come on board and develop their skills and technical knowledge within a thriving back office team. You will be tasked aspects of report writing, research and making recommendations, liaising with IFA's.

What's needed for me to be considered?
* Proven experience dealing with Pensions
* Working knowledge of Selectapension, Synaptics, Cash Calc and Dynamic Planner
* Experience of writing suitability letters and doing Tax calculations
* Any examinations towards the Level 4 Diploma in Financial Planning are desirable

What next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

Job Synonyms: Para Planner, Report Writer, Financial Planner, Technical Sales Support, Pensions Analyst, Researcher

Company Description

Closing Date:

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