Job Description

Working with pensions, ISA’s, General Investment Accounts, Investment bonds and trusts, this is a hybrid role that will be writing New Business Suitability Reports and providing Ongoing Financial Advice to Existing Clients. The reports focus will be on the suitability of defined contribution pension switches, transfers with meeting clients long term objectives.

The role also entails financial advice report writing covering a range of topics to include: pension and investment accumulation, pension contributions, lifetime allowance planning, designing tax efficient cash flow strategies during retirement and later life planning.

Required Knowledge, Skills, and Abilities

To be considered, applicants should ideally have at least the Level 4 qualified Diploma in Financial Planning/ Regulated Financial Planning as well as relevant "hands on" experience in paraplanning that has been gained in the financial services market.