This is a remote position. Bond Recruitment is delighted to be recruiting and experienced, remote based Paraplanner with experience of Defined Benefit (DB) Pension Transfers, on behalf of our client, a very well established and market leading financial planning firm based in the heart of the Cheshire countryside. THIS IS A REMOTE BASED ROLE SO WE WILL CONSIDER APPLICANTS ANYWHERE IN THE UK Specific activities include: • Check all compliance paperwork is present • Confirm client risk profile is determined • Discuss client objectives with planner Preparing recommendations – with emphasis on DB Pension Transfers • Identify areas for planning • Undertake research both independently and with the Financial Planner to identify suitable solutions to meet the client’s needs • Prepare information/comparisons for analysis by planner • Consider current and future allocation of assets for investment strategy with regard to client risk profile • Prepare draft recommendation reports to be discussed/signed off by planner Implementing recommendations • Prepare suitability letters in accordance with the agreed recommendations • Complete application / proposals forms • Implement the chosen investment strategies Requirements Qualifications •Ideally qualified to Level 4 Diploma with either– G60, AF7 or AF5 however this is not essential Essential Attributes These would be expected of an experienced paraplanner and developed in a trainee • Understanding of the Financial Planning process • Able to work within defined business processes • Ability to achieve agreed outcomes without supervision • Prioritise and plan own workload • Detailed and accurate • Articulate • Excellent inter‐personal skills, both written and verbal • Ability to multi‐task and prioritise effectively • Good IT skills • Good report writing skills • Ability to work independently and in a team • Broad knowledge of financial services world • High level of technical knowledge