Pension Administration Expert

2 weeks ago


Chorley, Lancashire, United Kingdom Prestige Recruitment Group Full time
Prestige Recruitment Group

A leading financial advisory firm in Lancashire seeks a skilled Paraplanner to support their team. This exciting opportunity comes with a salary of £31,750 - £35,750 per annum, offering a stable career path for individuals with a passion for financial planning.

About the Position:
  • Assist Financial Advisors in creating and maintaining client financial plans, focusing on accuracy and compliance.
  • Research and recommend financial products, such as pensions and investments, to support clients' objectives.
  • Develop and present suitability reports, ensuring alignment with clients' risk tolerance and financial goals.

This is an excellent chance to join a dynamic team that prioritizes client satisfaction and long-term relationships. The successful candidate will hold a Diploma in Financial Planning or equivalent experience and be committed to ongoing professional development.

Perks:

  • A competitive salary and benefits package.
  • Opportunities for career growth and advancement.


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