Pensions Administrator

3 weeks ago


London, Greater London, United Kingdom MERJE Full time
Job Overview:
We are seeking a skilled Paraplanner to join our team on a permanent basis. As a Paraplanner, you will be responsible for servicing existing business, platform-based work, illustrations, and regular contact directly with clients and wrap/platform providers.

The successful candidate will be responsible for interpreting data obtained by advisers during client meetings, analyzing data and using research tools to provide solutions to meet client needs and objectives, consolidating client needs and objectives together with the recommendations and course of action in a written format via suitability reports, client-specific illustrations, and key features documents, carrying out research and analyzing products and services that are appropriate to each client's financial circumstances, and proposing and drafting financial solutions that meet each client's goals, needs, and objectives.

This role requires a clear understanding of the financial planning process, the ability to achieve agreed outcomes without supervision, and a good level of technical knowledge of investments and pensions advice.

Requirements:
  • A minimum of 3 years' experience working in a Paraplanning role for a financial planning organization.
  • A Level 4 Diploma qualified in financial planning as a minimum.
  • A high level of investment and pension knowledge.


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