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Technical Paraplanner

Locations -

Bath

The Role

This role will primarily focus on the NHS Pension scheme and will involve preparing technical pension advice for British Medical Association (BMA) clients.

You will have an understanding of the impact of the Lifetime and Annual Allowances and recognise strategies around pension funding opportunities for NHS Pension Scheme members.

You will also be involved in the delivery of an in-house ‘Transfer Value Analysis Report’ (TVAR) service to all advisers.

You will also be supported by an experienced team of financial administrators and report writers to meet business needs.

Responsibilities

  • Deliver detailed calculations to prepare pension advice
  • Provide technical research to the BMA advisers across the company
  • Compile complex pension impact and TVAR reports
  • Have a thorough understanding of the NHS pensions scheme
  • Support the Head of Advice Services
  • Ensure client files comply with the company business quality standards
  • Compile investment, pension and protection illustrations, projections and associated documentation

Experience & Skills

  • Achieved a number of financial qualifications and striving towards the certificate in Paraplanning or Level 4 Diploma in Financial Planning
  • Pension Knowledge
  • Previous experience of working as a Paraplanner
  • Feel confident working alongside one or more advisers, offering relevant advice based on new and existing client queries

 

Our Values

  • Be Reliable
  • Think Independently
  • Create Confidence

 

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