Defined Benefit Pension Transfer Specialist
1 month ago
We are seeking a Defined Benefit Pension Transfer Specialist to join our team at Independent Resourcing Consultancy Ltd.
Company OverviewOur 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 BenefitsThe successful candidate can expect a competitive salary of £45,000 - £60,000 per annum, commensurate with experience, plus an attractive benefits package.
Job ResponsibilitiesThe 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
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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