Pensions Management Specialist

7 hours ago


Kettering, Northamptonshire, United Kingdom Vanilla Recruitment (UK) Ltd Full time

We are seeking a skilled Pensions Management Specialist to support our recruitment efforts. The successful candidate will work directly with our Managing Director and be part of a small, collaborative team.

The salary for this position is £42,500 per annum.

Job Responsibilities:
  • Preparing Comprehensive Suitability Reports: The candidate will prepare comprehensive suitability reports, including drawdown, tax-free cash, and inheritance tax advice.
  • Investment Portfolio Analysis: They will review and analyze investment portfolios, asset allocation, and risk profiles.
  • Technical Support: Close collaboration with the Managing Director for technical meeting preparation and fund analysis.
  • Process Improvement: Development and implementation of efficient systems, processes, and procedures to continuously improve efficiency.
  • Client Relationship Management: Maintenance of strong client relationship management.
Requirements:
  • DipPFS qualification or equivalent.
  • A minimum of 3 years' experience as a paraplanner in a similar environment.
  • Understanding of investments, pensions, protection planning, and inheritance tax from a wealth management background.
  • Knowledge of IT systems, preferably Intelligent Office, Mortgage Brain, Dynamic Planner, and Selectapension.
  • Excellent interpersonal skills, with a positive attitude and drive for results.


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