Pension Support Specialist

15 hours ago


Middlesbrough, Middlesbrough, United Kingdom CV-Library Full time
Senior Financial Support Role

We are seeking a qualified Paraplanner to join our finance team at CV-Library. The successful candidate will work closely with consultants and clients, providing expert support and ensuring accurate record-keeping.

Key Tasks:
  • Initial contact and communication with consultants, clients, and product providers
  • Client meeting preparation, research, and portfolio management assistance
  • Report and letter development, and portfolio review
  • Office system maintenance, valuation checks, and client communication

The expected salary for this position is around £45,000+ DOE per year, based on location and industry benchmarks.


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