A highly reputable financial planning practice in Surrey, who manage £0.5 Billion in client funds, are currently seeking a Pensions Transfer Specialist Paraplanner to join their dynamic and friendly team.
You will be part of a collaborative Paraplanning team of 6, supporting the company’s IFAs and have the support of a fully complemented Administration team.
Benefits
- Annual salary (£40,000 - £50,000 DOE)
- Flexible working (working from home and flexible work hours)
- Full exam support and paid study days
What is required?
- Pensions Transfer Specialist - AF7, AF3, G60 or PETR qualifications
- Level 4 Diploma qualified or working towards attaining this
- Adept at conducting research on Pensions and Investment cases and writing suitability reports