Paraplanner: Pension & Investment Transfer Expert

The JobsBoard; Greater London; On-site; GBP 38,000 - 54,000; Full time

Job summary

The JobsBoard in London is seeking a Paraplanner to join the UK New Business team. The Paraplanner analyses prospective client portfolios to provide FCA-regulated advice on pension transfers, bond surrenders, investment taxation and account structure suitability.

You will evaluate prospective client objectives and portfolios to determine asset allocation, review plans for complex situations, and ensure compliance with FCA requirements.

Qualifications

• University degree or equivalent combination of education and experience.
• Level 4 Qualification preferred (CII Regulated Diploma or CISI Investment Advice Diploma).
• Minimum of 3 years' experience in financial services.
• High attention to detail with excellent organisational and time-management skills.
• Strong numerical and analytical skills.

Responsibilities

• Evaluate prospective client objectives, portfolio holdings, time horizons and cash flow needs to determine asset allocation.
• Review and develop plans for clients with highly specialised financial situations.
• Analyse prospective clients' pension and investment bond arrangements to assess transfers.
• Create and deliver training for other teams as required.
• Ensure regulatory compliance with FCA requirements.

Skills

Attention to detail

Numerical analysis

Analytical skills

Time-management

Communication skills

Education

University degree

Level 4 Qualification (CII Regulated Diploma or CISI Investment Advice Diploma)

Job description

The JobsBoard in London is seeking a Paraplanner to join the UK New Business team. The Paraplanner analyses prospective client portfolios to provide FCA-regulated advice on pension transfers, bond surrenders, investment taxation and account structure suitability.

You will evaluate prospective client objectives and portfolios to determine asset allocation, review plans for complex situations, and ensure compliance with FCA requirements.