Job Details

Reference ID 457
Vacancy Location Home based
Job sector
Job type
Remuneration Salary of £37,000 to £45,000 dependent upon experience and qualifications


This DB focused Paraplanner job is available within
an award winning firm that truly cares about their team. We are seeking
individuals with DB pension transfer experience.

You will be joining their growing team of Paraplanners who support their team of Holistic Financial Advisors. Part of
your role will encompass reviewing DB pension transfer cases, as such they are
seeking individuals fluent in Defined Benefit Transfer advice, with first hand
knowledge of: drawdown advice, recommending annuities, scheme pensions, defined
contributions with GMP / RST pension plans.

Your responsibilities will include:

  • Reviewing
    factfinds and meeting notes from their team of Financial Advisors to
    ensure they meet compliance guidelines
  • Researching the
    whole of market and undertaking financial calculations to identify appropriate
    financial planning solutions
  • Draft suitability
    reports, for final approval by the Financial Advisor
  • Provide detailed
    technical support to ensure their private clients receive quality,
    compliant advice meeting their financial planning needs


As a
people focused business, they are committed to supporting and enabling
professional development. A lot of their current Financial Advisors have come
through the ranks, therefore for the right individual, there would be
progression available.


  • You must have
    experience as a Paraplanner and used to supporting a team of Financial
  • You must have excellent knowledge of DB pensions
  • Paraplanners with
    experience of working towards SLA targets would be beneficial
  • You should hold full Level 4 Diploma qualification in Financial
  • Must have strong
    attention to detail and able to explain complex information clearly


This multi-award winning, people focused business
is a well-respected Independent Financial Advice firm. This Independent
Financial Advisory company was setup over a decade ago by a leading life and
pensions provider. This firm has grown to approximately 190 employees across
the country and has developed a substantial list of private clients and SME
corporate clients who choose to use them for financial advice.


  • Salary of £37,000
    – £45,000 dependent upon experience and qualifications
  • Plus, company benefits include 25 days holiday plus bank holidays,
    6% employer and 3% employee pension contribution, 4x life assurance, PMI,
    income protection and critical illness plus many more!
  • Our client is open to consider office working, hybrid or potentially
    home based 
  • Regular charity
    initiatives, including 1 day annual allowance for charity work
  • Normal working


  • Either office or hybrid in
  • Or remote

Call us now on 0208 0044 154 or click Apply

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