Defined Benefit Specialist – Home Working
Initially part-time with scope to expand to full-time if the individual wishes. Joining a well established Outsourced Paraplanning firm – providing paraplanning services for St. James’s Place Wealth Management Partners. We have one DB specialist but the workload is proving too much for one person. Must have experience with dealing with Defined Benefit transfers – AF7 or equivalent desirable.
17 September 2021