Pension Transfer Specialist Role
5 days ago
At Independent Resourcing Consultancy Ltd, we are committed to providing expert financial advisory services that prioritize our clients' financial well-being. We take pride in our unique approach, which combines cutting-edge methodologies with a deep understanding of the offshore market.
Role Requirements
We seek an experienced Paraplanner or Pension Transfer Specialist to join our dynamic team. The successful candidate will be responsible for producing high-quality suitability reports, conducting thorough TVC checks, and collaborating with stakeholders to gather essential information. They should possess excellent analytical skills, a keen eye for detail, and a strong technical foundation. A Level 4 Diploma in Financial Planning or equivalent is highly desirable, as is a willingness to study further.
Salary Range: £38,000 - £50,000 per year
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