Pension Transfer Specialist
3 weeks ago
We're looking for a skilled Paraplanner to join our team at Team Jobs - Commercial. If you're passionate about finance and eager to take on new challenges, we'd love to hear from you
About the Job
As a Paraplanner with our team, you'll have the opportunity to work on a variety of pension transfer cases, supporting Financial Advisors in managing their workload. With a focus on delivering high-quality results and meeting tight deadlines, you'll work closely with colleagues to ensure all tasks are completed efficiently and effectively.
Key Requirements
A minimum of 1 year's experience in paraplanning is essential, with a focus on pension transfers and withdrawals. Excellent administrative skills, including proficiency in Microsoft Office and ability to manage multiple tasks simultaneously. Industry-recognized qualifications beneficial but not essential.
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