Pensions Transfer Specialist Paraplanner

Paraplanner - South East England

Ref: 66Tuesday 27 July 2021

£40,000 - £50,000

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.




  • 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