Paraplanner - Pensions Transfer Specialist
City of London
£45,000 - £55,000
An exciting opportunity has arisen for a boutique IFA based in the City. The firm have been experiencing tremendous levels of growth and seek a pensions transfer specialist Paraplanner to assist with the level of pension transfer work coming through to the firm.
The role will not be 100% pension transfer focused, with the firm still growing from boutique towards mid-size firm the role will encompass all areas of paraplanning and products, but the firm is looking to bring in a pension transfer specialist to take control of the paraplanning process for this away from the Advisers. You will work very closely with the firm’s Advisers providing technical support and producing suitability letters initially across pension transfer, pensions and investment clients, with further scope for holistic financial planning.
As the Pension Transfer specialist Paraplanner you will be required to have achieved the diploma qualification as well as one of the pension transfer specialist exams; AF3, AF7 or G60. You will have experience working in a paraplanning capacity with experience of producing suitability reports for pension transfers. The firm is experiencing comprehensive levels of growth, which in turn means there are excellent progression opportunities within the firm.
Please forward your CV to Mark Flannery at Financial Divisions
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