Defined Benefit Pension Transfer Specialist

1 month ago


St Albans, Hertfordshire, United Kingdom Independent Resourcing Consultancy Ltd Full time
Job Description

We are seeking a Defined Benefit Pension Transfer Specialist to join our team at Independent Resourcing Consultancy Ltd.

Company Overview

Our client is a forward-thinking, independent financial advisory consultancy dedicated to safeguarding its clients' financial futures. With a fresh approach and dynamic energy, they have established themselves as one of the fastest-growing independent advisory companies in the offshore marketplace.

Since inception in 2018, they have grown from a team of just five to over 100 employees across eight global offices. Their rapid expansion has led to operations in London, Malta, Sydney, Texas, and the UAE, managing a growing client base of mostly expatriate clients.

Salary and Benefits

The successful candidate can expect a competitive salary of £45,000 - £60,000 per annum, commensurate with experience, plus an attractive benefits package.

Job Responsibilities

The role will involve:

  • Writing suitability reports using templates
  • Running and checking Transfer Value Comparators (TVCs)
  • 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 technical skills
  • Cash flow modelling experience

A minimum of a Level 4 Diploma in Financial Planning or equivalent is required. A trainee Paraplanner with pension experience may also be considered if there is a willingness and ambition to study towards the Level 4 Diploma.

Please note that remote work is not an option for this position.



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