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Financial Analyst Accounting & Finance Financial Reporting

Remote Paraplanner: DB Pension Transfer Specialist

Remote / Online - Candidates ideally in
Knutsford, Cheshire, WA16, England, UK
Listing for: Bond Recruitment
Remote/Work from Home position
Listed on 2026-01-10
Job specializations:
  • Finance & Banking
    Financial Analyst, Accounting & Finance, Financial Reporting
Job Description & How to Apply Below
A leading recruitment firm is seeking an experienced remote-based Paraplanner to support a well-established financial planning firm in the UK. The successful candidate will handle compliance paperwork, prepare recommendations focused on Defined Benefit Pension Transfers, and assist with suitability reports. This role demands strong interpersonal and IT skills, alongside an understanding of the financial planning process. The ideal candidate may hold a Level 4 Diploma but this is not essential.
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