Our client is a borderless, independent financial advisory consultancy, unrelenting in its commitment to safeguarding its clients' financial future. Offering a fresh approach with a dynamic energy that sets it apart from its competitors in the offshore marketplace, we have opportunities for financial advisory professionals looking to take the next step in their careers with a growing, dynamic firm.
Since its inception in 2018 with just 5 team members, the company has grown rapidly to over 100 employees across 8 global offices. They now operate in London, Malta, Sydney, Texas, and UAE. From these hubs, they manage a rapidly growing client base, primarily expatriates.
Due to expansion, they are hiring for several specialist roles, including Defined Benefit Transfer Paraplanners and Pension Transfer Specialists. Responsibilities include:
* Writing suitability reports using templates
* Running and checking Transfer Value Comparators (TVC)
* Communicating with IFAs, schemes, and clients to obtain missing information
The ideal candidate will be an experienced Paraplanner or Pension Transfer Specialist with recent Defined Benefit Pension experience and a proven track record in:
* Writing suitability reports
* TVC experience
* Excellent attention to detail and technical skills
* Experience in cashflow modelling
Candidates should have a minimum of Level 4 Diploma in Financial Planning or equivalent. Trainee paraplanners with pension experience and a willingness to study towards the Level 4 Diploma will also be considered.
An attractive remuneration package is available.
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