DB Transfer Specialist, Technical Paraplanner

TN United Kingdom; Glasgow; Hybrid; GBP 35,000 - 55,000; Full time

Job summary

An innovative Wealth Manager in Glasgow is seeking a motivated Paraplanner to join their dynamic team. This role offers the chance to work closely with industry leaders while gaining invaluable experience in Defined Benefit Schemes and Pensions Transfers. You will be involved in gathering and analyzing scheme information, providing essential support to the head of department. The company fosters an autonomous work culture, encouraging professional development and chartered status. This is a unique opportunity to make a significant impact during an exciting growth phase within the firm, while enjoying a competitive salary and benefits package.

Benefits

Competitive Basic Salary

Benefits Package

Support for Professional Development

Flexible Working Arrangements

Qualifications

• Strong knowledge of Defined Benefit Schemes and Pensions Transfers.
• Experience in analysis, report writing, and research.

Responsibilities

• Gathering relevant scheme information and undertaking analysis.
• Packaging information for review by the PTS.

Skills

Final Salary Transfer Experience

Defined Benefit Schemes Knowledge

Analysis and Reporting

Research Skills

Cashflow Modelling

Education

AF3 or AwPetr Certification

Experience in Paraplanner/Support Role

Job description

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DB Transfer Specialist, Technical Paraplanner, Glasgow

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Client:

Location:

Glasgow, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

945e30df1df2

Job Views:

8

Posted:

26.04.2025

Expiry Date:

10.06.2025

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Job Description:

A new job vacancy has become available with our forward thinking Wealth Manager based in Glasgow. Due to further growth and increasing demands they require an additional Paraplanner with a strong knowledge of Defined Benefit Schemes/Pensions Transfers ideally, however could consider a senior paraplanner without.

The company has gone from strength to strength over the past few years and with a prestigious reputation within the advice market particularly transfers they require additional assistance in this team. In addition part home based working can be considered.

Working within a close knit yet diverse environment you would be working closely with the head of department to assist in the smooth running of client demands due to the complexity of the tasks involved. You'd be given excellent exposure, gaining shadowing experience with some of the industry's best and encouraged to do further exams and develop towards chartered status if you wish to do so.

The role will be gathering all relevant scheme information undertaking the analysis and packaging it for review by the PTS.

A pre requisite for suitable applicants is Final Salary Transfer Experience - doing analysis, writing reports, doing research. A background within an advisers is preferred within a Paraplanner/support role, TVAs and Cashflow modelling experience would be of value but not a must. Given the specifics of the job it is required for candidate's to have AF3 or AwPetr ideally.

This is an excellent one off opportunity for a motivated and dynamic individual to really utilise their knowledge of the industry, challenge themselves and be part of the firm during a growing and exciting time within their history.

In return they are offering a competitive basic, benefits package and further support and encouragement within an autonomous work culture.