Pension Transfer Specialist
1 week ago
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
- 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
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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Pension Transfer Specialist
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Dudley, Dudley, United Kingdom Independent Resourcing Consultancy Ltd Full timeJoin Our Team as a Defined Benefit Pension Transfer SpecialistAt Independent Resourcing Consultancy Ltd, we are seeking a highly skilled Defined Benefit Pension Transfer Specialist to join our team. As a key member of our financial advisory team, you will be responsible for providing expert advice and guidance to clients on their pension transfer...
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Pension Transfer Specialist
4 weeks ago
Dudley, Dudley, United Kingdom Independent Resourcing Consultancy Ltd Full timeJoin Our Team as a Defined Benefit Pension Transfer SpecialistAt Independent Resourcing Consultancy Ltd, we are seeking a highly skilled Defined Benefit Pension Transfer Specialist to join our team. As a key member of our financial advisory team, you will be responsible for providing expert advice and guidance to clients on their pension transfer...
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