A highly reputable and customer led IFA practice is seeking an experienced Workplace Pensions / Suitability Report Writer / Paraplanner to join a well established and continually growing team based in Bury.
Previous experience of suitability report writing is required from an IFA background
The role involves preparation of Suitability Reports and Executive Summaries covering a range of products, particularly, investments and pensions, including drawdown and pension switches
The individual should therefore ideally have a good level of technical knowledge, particularly in relation to pension and investment products
The individual will be required to assist in carrying out research for clients and therefore previous experience of research software such as O&M Pension Profiler, SelectaPension , Distribution Technology or similar would be an advantage
Collating plan information and obtaining illustrations will also be a part of the role and therefore familiarity with quotation systems and obtaining illustrations from various investment platforms would also be an advantage
The individual will also be required to assist in ensuring that the client files are compliant
To take ownership of technical queries arising from pension clients and deliver a high level of customer service
We require someone who is keen, able to work as part of a team and who will complete the work with a high level of accuracy and attention to detail
We are looking for someone who is able to deliver:
Quality of reports and suitability letters issued to clients
Quality of service delivery
Volume of work and activity successfully completed
Retention of current clients
Proven experience in undertaking research and preparing pension reports and suitability letters
Competent knowledge of Group Personal Pensions
Self Motivation and working on own initiative as well as part of a team
Good communication skills both written and orally in person
Planning and organisation
Maintaining a positive "can do" attitude
Self discipline to meet all deadlines and to consistently exceed the clients' expectations
If this role interests you, please apply or call 01706 523079 for immediate consideration.
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