Pensions Administrator

3 weeks ago


Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Recruit Wealth Ltd Full time
Company Overview

Recruit Wealth Ltd is a well-known, trusted brand with Private Equity backing, experiencing rapid growth and expansion across the UK.

Job Description

We are seeking experienced Paraplanners to join our national Financial Planning client in their regional Newcastle offices.

Responsibilities

The successful candidate will have the following responsibilities:

  1. Assist in the creation of comprehensive financial plans and reports for clients
  2. Develop detailed presentations and pitches for clients
  3. Contribute to the growth and expansion of the business
Requirements

To be successful in this role, you will need:

  • A strong understanding of financial planning principles and practices
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and prioritize tasks effectively
Salary and Benefits

We offer a competitive salary and benefits package, including:

  • An estimated annual salary of £40,000 - £55,000, depending on experience
  • Ongoing training and professional development opportunities
  • A supportive and dynamic work environment


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