Pension Paraplanner Specialist

1 month ago


Knutsford, Cheshire East, United Kingdom Prestige Recruitment Group Full time

We are proud to partner with Prestige Recruitment Group to offer an exciting opportunity for a skilled Administration Pensions professional to join our team in Knutsford, Cheshire.

About the Role:

The successful candidate will be responsible for providing technical research support to Chartered Financial Advisors, managing existing business, and maintaining client relationships. This role requires a degree-qualified professional with a Diploma in Financial Planning qualification or near completion and experience in writing suitability reports.

Key Responsibilities:

  • Conduct thorough research to support Chartered Financial Advisors in delivering high-quality advice to clients.
  • Assist with ad hoc Compliance work, ensuring that all tasks are completed efficiently and effectively.
  • Manage existing business, platform-based work, and client relations, maintaining strong relationships with stakeholders.

What We Offer:

  • Competitive salary and benefits package.
  • Holiday entitlement and pension scheme.
  • Ongoing training and development opportunities.

About Us:

  • We are a leading recruitment agency specialising in the placement of financial services professionals.
  • We pride ourselves on our commitment to customer service and our ability to deliver tailored solutions to meet the needs of our clients.


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