Pensions Paraplanner Job Description Template
Our company is looking for a Pensions Paraplanner to join our team.
Responsibilities:
- Assist with the preparation of client reports in relation to pension planning, pension transfers and retirement income options;
- Identify outstanding pension information as required;
- Provide comprehensive support to the Pension Transfer Specialists and Advisers;
- Provide responses to technical queries;
- Provide technical assistance and research;
- Undertake analysis and review of transferring pension schemes, income drawdown and phased retirement plans;
- Analyse transferring of pensions;
- Calculate pension contributions;
- Communicating across all levels;
- Liaising with advisers;
- Provide technical pension support and research.
Requirements:
- Strong communication skills;
- Diploma in Regulated Financial Planning;
- Understand pension rules;
- Good knowledge of Investments and Pensions.