Our client is a specialist company providing financial and pension solutions to emigrants and expatriates from the UK.
Having achieved the AF7, AF3 or G60 qualification you will have excellent Paraplanning experience. You will be preparing letters and technical reports and researching products and funds to enable suitable providers to be selected for inclusion in a benefit/investment strategy.
This vacancy would suit someone with previous experience of a Transfer role and you must be qualified and authorised to provide advice, alongside a good knowledge of current compliance requirements. Knowledge of writing reports on IHT, Investments, and Pension Transfers will also be important.
You will be highly organised with the ability to plan and prioritise workloads and be proactive and flexible in your approach to work during high volume activity or project-based tasks.
For a full Job Profile about this role, to apply, or for a formal/informal discussion please contact me.