Associate Paraplanner

Reed Insurance
07 Aug 2017
16 Aug 2017
Contract Type
Full Time
My client are a national firm who provide specialist advice across the Corporate and Private Wealth world. With multiple locations around the UK, they are seeking an Associate Paraplanner to join their busy and friendly team in Birmingham City Centre. Their offices can be described as relaxed and vibrant at the same time.

The role will consist of assisting specialist Consultants within the firm with Occupational Pension products.

Main duties:

 Conducting research, analysing and presenting the results
 Drafting reports and member communications
 Data modelling and analysis
 Draft and design of communication documents
 Working with consultants in developing new business proposals
 Project managing, including the installation of new DC pension schemes
 Communicating with clients effectively

Experience and knowledge needed:

 Able to demonstrate expert knowledge and experience of UK Defined Contribution (DC) pensions, including contract, own and master trust DC pensions
 Demonstrate an ability to apply UK DC Pensions knowledge to support consultants and clients
 CII Level 4 Diploma qualified or working towards
 Demonstrable knowledge of and experience of applying knowledge on recent legislative and market changes and their implications for UK DC pension schemes and members and the UK DC pensions market, including but not limited to:
o Governance of DC pension schemes, own trust, master trust and contract based
o Pension freedoms
o Lifetime and annual allowance changes

Reed Specialist Recruitment Limited is an employment agency and employment business