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DB Transfer Specialist, Senior Paraplanner, Edinburgh
Client:
Location:
Edinburgh, United Kingdom
Job Category:
Other
-
EU work permit required:
Yes
Job Reference:
9ccd8c518404
Job Views:
6
Posted:
03.03.2025
Expiry Date:
17.04.2025
Job Description:
A new job vacancy has become available with our forward-thinking Wealth Manager based in Edinburgh. Due to further growth and increasing demands, they require an additional Paraplanner with a strong knowledge of Defined Benefit Schemes/Pensions Transfers.
The company has gone from strength to strength over the past few years and has a prestigious reputation within the advice market, particularly in transfers, and they require additional assistance in this team.
Working within a close-knit yet diverse environment, you would be working closely with the head of department to assist in the smooth running of client demands due to the complexity of the tasks involved. You'd be given excellent exposure, gaining shadowing experience with some of the industry's best, and encouraged to do further exams and develop towards chartered status if you wish to do so.
The role will involve gathering all relevant scheme information, undertaking the analysis, and packaging it for review by the PTS.
A prerequisite for suitable applicants is Final Salary Transfer Experience - doing analysis, writing reports, and conducting research. A background within an advisory role is preferred, along with experience in TVAs and Cashflow modeling, which would be of value but is not a must. Given the specifics of the job, it is required for candidates to have AF3 or AwPetr ideally.
This is an excellent one-off opportunity for a motivated and dynamic individual to really utilize their knowledge of the industry, challenge themselves, and be part of the firm during a growing and exciting time in their history.
In return, they are offering a competitive basic salary, benefits package, and further support and encouragement within an autonomous work culture.
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Created on 03/03/2025 by TN United Kingdom
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