Defined Benefit Transfer Paraplanner

2 months ago


Liverpool, Liverpool, United Kingdom Independent Resourcing Consultancy Ltd Full time

About Us

Independent Resourcing Consultancy Ltd is a leading independent financial advisory consultancy dedicated to safeguarding its clients' financial future. Our company offers a fresh approach with a dynamic energy that sets us apart from our competitors in the offshore marketplace.

Our Growth

We have quickly established ourselves as one of the fastest-growing independent advisory companies. Since our inception in 2018, with a team of just 5, we have grown to over 100 employees across 8 global offices.

Our Global Presence

We now have operations in London, Malta, Sydney, Texas, and UAE. From these global hubs, we manage a rapidly growing client base of mostly expatriate clients.

Job Opportunity

We are looking to onboard several specialist roles, including Defined Benefit Transfer Paraplanners & Pension Transfer Specialists. The role will include duties such as:

  • Writing suitability reports using templates
  • Running and checking Transfer Value Comparators (TVC)
  • Completing cash flow modelling
  • Communicating with IFAs, schemes, and clients to obtain missing information

Requirements

The ideal candidate will be an experienced Paraplanner or Pension Transfer Specialist with recent Defined Benefit Pension experience and a proven track record in:

  • Writing suitability reports
  • TVC experience
  • Excellent attention to detail and technically minded
  • Experience in cash flow modelling

Education

The ideal candidate will have a minimum of Level 4 Diploma in Financial Planning or Equivalent.

A trainee paraplanner with experience in pensions will also be considered as long as there is a willingness and ambition to study towards the Level 4 Diploma.

Benefits

An attractive remuneration package is available.

Work Arrangement

No remote work arrangement is available for this position.



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