This extremely well regarded financial services specialist firm are looking to hire Defined Contribution Technical Analyst/Defined Contribution Pension Paraplanner to join their client consulting team.
The primary objective of the role is to support the client consulting team by providing research and technical data analysis, drafting letters and reports for client presentation and client review, and broadly providing proactive hands on support to the team. You will also be a key contact for clients and providers alike.
The role will provide an opportunity for the successful individual to become more involved in client facing work, accompanying consultants to a range of meetings.
Candidates should have a broad and solid knowledge of both contract and ideally trust based defined contribution pension arrangements, along with a string understanding of the legislation and regulations around these types of scheme. Level 4 Diploma in Financial Planning or equivalent is the minimum benchmark, though candidates who are studying toward Chartered Financial Planner status would be of specific interest.