Pension Transfer Paraplanner

Posted 6 February by Reed Insurance
Wealth Management practice based within Bournemouth are expanding and looking to recruit within their Client Servicing team for a Pension Tranfer Specialist Paraplanner. The main duty will be reviewing client objectives and determining whether a transfer should take place, and then completing a full review of completed cases.

The ideal candidate will have previous experience working in a IFA practice in a Pension Transfer Paraplanning role, and will have achieved their Level 4 Diploma in Financial Planning alongside relveant pensions qualifications such as AF3, AF7, AF8 or G60.

Competetive salary on offer with a excellent benefits package on offer.


For more information and to see a full job spec please apply online today or send your most upto date CV to chez.rudiak@reedglobal.com

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 33867626

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