Defined Benefit Transfer Paraplanner
2 months ago
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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