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Astral Recruitment
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Bristol, Bristol
IFA Pensions Transfer Specialist, Paraplanner AF7/AF3/G60
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Job Type: Full-time |
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Overview
Our client is a successful National IFA firm and they are currently looking to expand their Pensions expert/transfer specialist division We are looking for experienced Pension transfer Paraplanner to be based in either Bristol or Liverpool Provide technical assistance and research Provide responses to technical queries Provide comprehensive support to the PTS and Advisers Undertake analysis and review of transferring pension schemes, income drawdown and phased retirement plans Identify outstanding pension information as required Ensure all client information and facts are up to date for analysis review to be undertaken and liaise with clients We are looking for someone who is an experienced Paraplanner hldiong any of the Adv papaers for Pension Transfers (AF3/AF7/G60) competitive salary and excellent benefits package, For more details call Jason at Astral