Pension Transfer Specialist

1 week ago


Dudley, Dudley, United Kingdom Independent Resourcing Consultancy Ltd Full time
Join Our Team as a Paraplanner

We are seeking a skilled Paraplanner to join our team at Independent Resourcing Consultancy Ltd. As a Paraplanner, you will play a crucial role in supporting our financial advisory professionals in delivering exceptional client service.

Key Responsibilities:
  • Writing suitability reports using established templates
  • Running and checking Transfer Value Comparators (TVCs)
  • Completing cashflow modelling
  • Communicating with IFAs, schemes, and clients to obtain missing information
Requirements:
  • Experience as a Paraplanner or Pension Transfer Specialist with recent Defined Benefit Pension experience
  • Proven track record in writing suitability reports, TVC experience, and excellent attention to detail
  • Experience in cashflow modelling and a minimum of Level 4 Diploma in Financial Planning or Equivalent
What We Offer:

An attractive remuneration package and the opportunity to work with a dynamic and growing firm.

We are committed to supporting our employees in their career development and providing a positive work environment.



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