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Paraplanner

4 weeks ago

Dubai, Dubai, United Arab Emirates Independent Resourcing Consultancy Ltd Full time
Financial Advisory Professional

Our client is a borderless, independent financial advisory consultancy, committed to safeguarding clients' financial futures. With a fresh approach and dynamic energy, it has established itself as one of the fastest-growing independent advisory companies in the offshore marketplace.

About Us

We have quickly grown from a team of 5 in 2018 to over 100 employees across 8 global offices in London, Malta, Sydney, Texas, and UAE. Our expansion enables us to manage a rapidly growing client base of mostly expatriate clients.

Job Description

Due to our growth, we are looking for specialist roles, including Defined Benefit Transfer Paraplanners & Pension Transfer Specialists. The ideal candidate will have recent experience in defined benefit pensions with a proven track record in writing suitability reports, transfer value comparators (TVC), cashflow modelling, and excellent attention to detail.

  • 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
Requirements

The ideal candidate will have a minimum of Level 4 Diploma in Financial Planning or Equivalent. A trainee paraplanner with experience in pensions will also be considered, provided there is a willingness and ambition to study towards the Level 4 Diploma.

Benefits

An attractive remuneration package is available, reflecting our commitment to rewarding experienced professionals like you.