DB Transfer Specialist, Technical Paraplanner

Eden Scott; Glasgow; Hybrid; GBP 35,000 - 50,000; Full time

Job summary

A forward-thinking Wealth Manager in Glasgow is seeking a Paraplanner to support their growing team. This role offers the opportunity to work closely with industry experts and gain exposure in handling client demands, while also encouraging professional development towards chartered status. A competitive salary and benefits package are included.

Benefits

Competitive salary

Benefits package

Supportive work environment

Qualifications

• Experience with Final Salary Transfers, analyzing, report writing, and research.
• Background in adviser's support role preferred.
• Experience with TVAs and Cashflow modelling advantageous but not essential.

Responsibilities

• Gather relevant scheme information.
• Conduct analysis and prepare documentation for review.
• Collaborate with head of department for client demands.

Skills

Analysis

Report Writing

Research

Education

AF3

AwPetr

Job description

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

The company has strengthened over the past few years and has a prestigious reputation within the advice market, particularly in transfers. They are seeking additional support in this team. Part home-based working can also be considered.

Working within a close-knit yet diverse environment, you would collaborate closely with the head of department to ensure smooth handling of client demands, given the complexity of tasks involved. You will gain excellent exposure, shadowing industry experts, and are encouraged to undertake further exams and develop towards chartered status if desired.

The role involves gathering relevant scheme information, conducting analysis, and preparing documentation for review by the PTS.

A prerequisite for suitable applicants is experience with Final Salary Transfers—analyzing, report writing, and research. A background within an adviser's support role is preferred. Experience with TVAs and Cashflow modelling would be advantageous but is not essential. Candidates must have AF3 or AwPetr qualifications, ideally.

This is an excellent opportunity for a motivated and dynamic individual to utilize their industry knowledge, challenge themselves, and be part of a growing and exciting firm.

In return, they offer a competitive salary, benefits package, and a supportive, autonomous work environment.

Please get in touch promptly to discuss this and similar opportunities confidentially.