Chartered Paraplanner – Guildford, Surrey
Full Time|Work From Home
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- Preparing ETVAS reports and preparing DB Suitability reports.
- Checking all types of pension switches/transfers suitability reports.
- Providing feedback to advisors and assisting with case checks and pension technical queries.
What’s on offer:
- Attractive base salary of up to 50K
- Opportunity to work from home 2 days per week .
- Excellent benefits package – generous holiday allowance, pension and private Healthcare policy.
The Chartered Paraplanner must have:
- Chartered status.
- G60, AF3 or AF7 qualification.
- Market & industry awareness of legislative/regulatory developments as they affect pensions & advisers.