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Pension Transfer Paraplanner

  • Salary: £38000 - £40000 per annum
  • Location: Shropshire
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    17 Feb 2021
  • Job reference: 35092

A Chartered Financial Adviser are seeking a new Paraplanner who can work on pension transfer reports.

To be considered for this position you will need to hold the relevant G60, AF3 and/or AF7 qualifications whilst having previous experience in a similar role.

Duties

  • Writing suitability reports using templates
  • Running and checking Transfer Value Comparators (TVC)
  • Completing cashflow modelling
  • Communicating with IFAs, schemes and clients to obtain missing information
  • Having case ownership from start to finish


If you would be interested in discussing please contact me for a chat.

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