Pension Transfer Paraplanner

Recruiter
Reed Insurance
Location
Parkstone
Posted
12 Feb 2018
Closes
17 Mar 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Wealth Management practice based within Bournemouth are expanding and looking to recruit within their Client Servicing team for a Pension Tranfer Specialist Paraplanner. The main duty will be reviewing client objectives and determining whether a transfer should take place, and then completing a full review of completed cases.

The ideal candidate will have previous experience working in a IFA practice in a Pension Transfer Paraplanning role, and will have achieved their Level 4 Diploma in Financial Planning alongside relveant pensions qualifications such as AF3, AF7, AF8 or G60.

Competetive salary on offer with a excellent benefits package on offer.


For more information and to see a full job spec please apply online today or send your most upto date CV to chez.rudiak@reedglobal.com

Reed Specialist Recruitment Limited is an employment agency and employment business

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