Pension Administration Specialist

2 months ago


Bath, Bath and North East Somerset, United Kingdom CV-Library Full time

Our client, a leading Wealth Management firm, is seeking an experienced Paraplanner to join their team on a permanent basis.

Key Responsibilities:
  1. Interpret data obtained by advisers during client meetings.
  2. Analyse data and utilise research tools to provide solutions that meet client needs and objectives.
  3. Consolidate client needs and objectives, together with recommendations and course of action, in a written format via a suitability letter, client-specific illustration, and key features document.
  4. Ensure significant risk issues are referred to the Head of Compliance where appropriate.
Requirements:
  1. Level 4 Diploma in Financial Services and working towards Level 6 Advanced Diploma.
  2. Demonstrate practical awareness and up-to-date knowledge of retail financial products and current regulatory expectations.


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