Financial Services Jobs

Pensions on Divorce Expert - Chartered IFA, Sussex

Posted 21 days ago
Salary
£50000 - £65000 per annum
Location(s)
South East
Type
Permanent
I am working on a niche opportunity with large Chartered IFA who are looking to recruit a Senior Paraplanner, or Financial Planner, to become their Pensions on Divorce Expert. The role will involve: 

  • Working closely with their existing network of law firms
  • Writing Pension Sharing Reports
  • Being appointed as a Single Joint Expert instructed by both parties.
  • Analysing defined benefit and defined contribution pension plans
  • Using cashflow to accurately project pension values 
  • Using annuity comparison tools to project future income
They are looking for someone with strong Pensions knowledge, ideally some experience of Pensions on Divorce (although training can be provided), at or working towards Chartered status, and the interpersonal skills and empathy to deal with both solicitors and clients. The role would suit an experienced Paraplanner, or perhaps a Financial Planner looking to use their experience and knowledge in an untargeted role. The role offers hybrid working, and this individual could be based anywhere in the Southern Home Counties (Sussex/Kent/Surrey/Hampshire). 

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