Administration Pensions Specialist

3 weeks ago


Dudley, Dudley, United Kingdom Independent Resourcing Consultancy Ltd Full time

Join Independent Resourcing Consultancy Ltd as a Pension Transfer Paraplanner and contribute to the success of our dynamic firm. Our ideal candidate will be an experienced Pension Transfer Specialist with a proven track record in writing suitability reports, TVC Experience, and cashflow modelling.

The role includes duties such as writing suitability reports using templates, running and checking Transfer Value Comparators (TVC), completing cashflow modelling, and communicating with IFAs, schemes, and clients to obtain missing information.

We are looking for a technically-minded individual with a minimum of Level 4 Diploma in Financial Planning or equivalent. A trainee paraplanner with experience in pensions will also be considered, as long as there is a willingness and ambition to study towards the Level 4 Diploma.



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