Pension Administration Specialist

1 week ago


Nottingham, Nottingham, United Kingdom Page Personnel Sales Full time

**Job Title:** Pension Administration Specialist

**About the Role:

We are seeking a skilled Pension Administration Specialist to support our Financial Planners with administration tasks to service clients' financial needs. The successful candidate will be responsible for creating cash flow forecasts, writing financial plans, and researching investment options.

The ideal candidate will have excellent analytical skills, attention to detail, and strong communication skills. They will be able to work effectively in a team environment and provide exceptional customer service.

Key Responsibilities:

  • Create accurate and timely financial plans and reviews
  • Research investment options and strategies to support financial planners' recommendations
  • Provide advice to clients on various scenarios and create cash flow forecasts
  • Write financial plans with summary advice and suitability reports

What We Offer:

  • A competitive salary of £30,000 - £40,000 per annum, depending on experience
  • Hybrid working arrangement with flexible hours
  • Pension contribution scheme
  • Life insurance and mobile phone benefits
  • Holiday entitlement and retail discounts


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