Pensions Paraplanner

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.