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Defined Benefit Paraplanner

1 week ago

Dubai, Dubai, United Arab Emirates Click And Connect Online Limited Full time

Our company is dedicated to providing expert financial advisory services to individuals and businesses. We are currently seeking a Defined Benefit Paraplanner to join our team and contribute to our growth and success.

The ideal candidate will have recent experience in Defined Benefit pension transfers and be able to write suitability reports, run and check Transfer Value Comparators, and communicate effectively with stakeholders.

A Level 4 Diploma in Financial Planning or equivalent is required, but we also consider trainee paraplanners with relevant experience and a willingness to study towards the diploma.