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- Tasks: Assist in managing client demands and analyse pension transfers.
- Company: Join a prestigious Wealth Manager in Glasgow with a strong reputation.
- Benefits: Enjoy competitive pay, remote work options, and support for professional development.
- Why this job: Gain exposure to industry experts and challenge yourself in a dynamic environment.
- Qualifications: Experience in Final Salary Transfers and relevant qualifications 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 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 involve gathering all relevant scheme information, undertaking the analysis and packaging it for review by the PTS. A prerequisite for suitable applicants is Final Salary Transfer Experience - doing analysis, writing reports, and doing research. A background within an adviser role 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 candidates 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.
DB Transfer Specialist, Technical Paraplanner employer: Eden Scott
Contact Detail:
Eden Scott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land DB Transfer Specialist, Technical 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
Research the latest trends and regulations in pension transfers and defined benefit schemes. Being well-informed will not only boost your confidence but also demonstrate your commitment to the role during any discussions.
✨Tip Number 3
Prepare to discuss your previous experience in analysis and report writing related to pension transfers. Be ready to share specific examples that highlight your skills and how they align with the requirements of the role.
✨Tip Number 4
Consider reaching out to current or former employees of the company on platforms like LinkedIn. They can provide valuable insights into the work environment and expectations, which can help you tailor your approach when applying.
We think you need these skills to ace DB Transfer Specialist, Technical Paraplanner
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a DB Transfer Specialist and Technical Paraplanner. Familiarise yourself with Defined Benefit Schemes and Pensions Transfers, as this knowledge will be crucial in your application.
Tailor Your CV: Highlight your relevant experience in your CV, especially any work related to Final Salary Transfers, analysis, and report writing. If you have experience in a paraplanner or support role, ensure that it stands out.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the industry. Mention your motivation to develop towards chartered status and how your skills align with the company's needs.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail, which is essential for the role.
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 experience and any relevant cases you've worked on, as this will demonstrate your expertise and suitability for the role.
✨Highlight Your Analytical Skills
Since the role involves analysis and report writing, be ready to provide examples of how you've successfully conducted similar tasks in the past. Discuss any specific tools or methodologies you used to analyse data and present findings.
✨Emphasise Your Teamwork Experience
This position requires working closely with the head of department and other team members. Share examples of how you've collaborated effectively in previous roles, especially in high-pressure situations, to show that you're a team player.
✨Express Your Willingness to Learn and Grow
The company values professional development, so express your enthusiasm for further exams and achieving chartered status. Discuss any ongoing learning initiatives you've undertaken and how they relate to the role.
