Senior Pension Administrator

1 day ago


Sheffield, Sheffield, United Kingdom Successionwealth Full time
Company Overview
Successionwealth is a leading provider of financial services, dedicated to delivering exceptional client care and innovative solutions. Our team of experts is passionate about helping individuals and families achieve their long-term goals.

We are seeking an experienced Paraplanner to join our Pensions Team, responsible for providing high-quality support to our Financial Planners and ensuring the smooth delivery of pension planning services.

Salary
£40,000 - £50,000 per annum, depending on experience.

Job Description
As a Paraplanner, you will be responsible for researching and preparing excellent suitability reports, liaising with policy providers, and ensuring accurate client information databases. Your day-to-day tasks will include:
  1. Liaising with policy providers for policy details, obtaining policy illustrations, processing new business applications, tracking to completion as well as liaising directly with clients.
  2. Ensuring that our client information database is accurate at all times.
  3. Having a detailed knowledge of pensions, investments, and estate planning.


Required Skills and Qualifications
* Strong analytical and problem-solving skills
* Excellent communication and interpersonal skills
* Proficient in Microsoft Office, particularly Excel and Word
* Knowledge of pensions, investments, and estate planning
* Ability to work accurately and efficiently under pressure

Benefits
Successionwealth offers a comprehensive benefits package, including:
  • 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure.
  • Excellent company pension scheme with a generous employer contribution.
  • Agile and family-friendly working arrangements to allow for a great work/life balance.
  • Company sick pay.
  • Enhanced maternity, paternity, and adoption pay.
  • Up to 40% discount on Aviva Insurance & Investment products.
  • £450 towards the purchase of home office equipment.
  • Group Life Assurance Scheme: 8 x salary.
  • Access to the Benefit Hub; discounts on shopping, dining out, holidays, and lots more.
  • A range of health benefits, including eye care vouchers, flu vaccinations, Annual Health Screening, Digital GP, Mental health, and Nutrition Sessions, and Employee Assistance Programme.
  • Voluntary flexible benefits platform, including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness, and Health Screening.
  • Company Events.


Others
We are committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees, we are able to grow, innovate, and deliver excellent client care to help us reach our goals as a business.

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