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- Tasks: Assist in managing complex client demands related to pension transfers.
- Company: Join a prestigious Wealth Manager in Edinburgh with a strong reputation in the advice market.
- Benefits: Enjoy a competitive salary, benefits package, and support for professional development.
- Why this job: Gain exposure to industry experts and work in a dynamic, growing environment.
- Qualifications: Experience with Final Salary Transfers and relevant qualifications like AF3 or AwPetr preferred.
- Other info: Opportunity for further exams and chartered status development.
The predicted salary is between 36000 - 60000 £ per year.
A new job vacancy has become available with our forward thinking Wealth Manager based in Edinburgh. Due to further growth and increasing demands they require an additional Paraplanner with a strong knowledge of Defined Benefit Schemes/Pensions Transfers.
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.
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.
Please get in touch as soon as possible to discuss this, and also similar opportunities within the market in the strictest of confidence.
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DB Transfer Specialist, Senior Paraplanner employer: Eden Scott
Contact Detail:
Eden Scott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land DB Transfer Specialist, Senior Paraplanner
✨Tip Number 1
Network with professionals in the wealth management sector, especially those who specialise in Defined Benefit Schemes and pension transfers. Attend industry events or webinars to connect with potential colleagues and learn more about the company culture.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in pension transfers. This knowledge will not only help you stand out during interviews but also demonstrate your commitment to staying updated in a rapidly evolving field.
✨Tip Number 3
Prepare to discuss your experience with Final Salary Transfers in detail. Be ready to share specific examples of your analysis, report writing, and research skills, as these are crucial for the role.
✨Tip Number 4
Show enthusiasm for professional development. Mention any plans you have for further exams or achieving chartered status, as this aligns with the company's support for growth and development within their team.
We think you need these skills to ace DB Transfer Specialist, Senior Paraplanner
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a DB Transfer Specialist and Senior Paraplanner. Familiarise yourself with Defined Benefit Schemes and Pensions Transfers to tailor your application effectively.
Highlight Relevant Experience: In your CV and cover letter, emphasise your experience with Final Salary Transfers, analysis, and report writing. If you have worked in a paraplanner or support role, make sure to detail this experience as it is highly relevant.
Showcase Your Qualifications: Mention any relevant qualifications such as AF3 or AwPetr in your application. If you are working towards chartered status, include this information to demonstrate your commitment to professional development.
Personalise Your Cover Letter: Craft a personalised cover letter that reflects your enthusiasm for the role and the company. Discuss why you want to join this particular Wealth Manager and how your skills align with their needs.
How to prepare for a job interview at Eden Scott
✨Showcase Your Knowledge of Defined Benefit Schemes
Make sure to brush up on your understanding of Defined Benefit Schemes and Pension Transfers. Be prepared to discuss your previous experiences and how they relate to the role, as this will demonstrate your expertise and suitability for the position.
✨Prepare for Technical Questions
Expect technical questions related to analysis, report writing, and research in the context of pension transfers. Practising these scenarios beforehand will help you articulate your thought process and problem-solving skills during the interview.
✨Highlight Your Teamwork Skills
Since the role involves working closely with the head of department and a diverse team, be ready to share examples of how you've successfully collaborated in past roles. This will show that you can thrive in a close-knit environment.
✨Express Your Commitment to Professional Development
The company values further education and development towards chartered status. Discuss any relevant qualifications you have or are pursuing, and express your enthusiasm for continuous learning in the financial services industry.
