Pensions Administrator Specialist
14 hours ago
IDEX Consulting, a leading financial advice group, seeks an accomplished Paraplanner to join their Warwick-based team and contribute to delivering exceptional client experiences.
- Developing and maintaining accurate client records, ensuring efficient preparation of pre-approval documentation and reports.
- Leveraging advanced technology to craft bespoke client solutions, aligning with the adviser's guidance and expertise.
- Presenting clear and concise suitability reports, incorporating expert analysis and recommendations.
- Ensuring seamless integration with the adviser's workflow, maintaining open communication channels.
- Cultivating strong relationships with clients, understanding their unique needs and preferences.
The ideal candidate will hold a Diploma level 4 qualification or be close to completing it, showcasing proficiency in financial planning concepts and methodologies.
This exciting opportunity presents a chance for growth and development, offering flexible working arrangements, study support, and potential pathways to senior paraplanner or financial planner roles.
The remuneration package for this role includes a salary range of £25,000 - £35,000 per annum, reflecting the company's commitment to attracting and retaining top talent.
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Pensions and Investments Administrator
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