Administration Pensions Specialist
5 days ago
We are seeking a skilled Paraplanner to join our team at CV-Library. As a Paraplanner, you will be responsible for providing professional support to our MD and Advisers, servicing all aspects of client work.
The ideal candidate will have strong organizational and time management skills, with the ability to work in a team environment and maintain up-to-date registers and logs.
Responsibilities- Provide professional support to the MD and Advisers, ensuring all aspects of client work are serviced efficiently and effectively.
- Produce high-quality discussion documents and suitability reports, utilizing relevant tools to ensure clients receive whole-of-market advice.
- Research product suitability and input into the Company Central Investment Proposition, ensuring compliance procedures are adhered to by colleagues.
- Prepare and save relevant technical paperwork for adviser client meetings, ensuring paperwork is ready for presentation to the client.
- Maintain regular communication flow with providers, advisers, clients, or administrators, addressing any client issues to achieve satisfactory conclusions.
- Excellent communication and interpersonal skills
- Ability to work in a team environment
- Strong organizational and time management skills
- Proficiency in research and analysis
- Attention to detail and accuracy
- Knowledge of financial services regulations and compliance procedures
We offer:
- 25 days annual leave plus bank holidays
- Free car parking
- Auto-enrolment pension scheme (5% employee contribution, 3% employer contribution)
- Death in service scheme (3 x salary after probation period)
- Company sick pay scheme after probationary period
£40,000 per annum
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