Pension Administration Specialist

1 day ago


Bristol, Bristol, United Kingdom IDEX Consulting Full time

We are seeking an experienced financial advisor to join our team at IDEX Consulting. As a pension administration specialist, you will be responsible for supporting our ultra-high-net-worth clients and developing comprehensive financial plans tailored to their unique needs.

About the Company Culture

We value diversity and inclusion, creating an environment where everyone can thrive. Our commitment to conscious inclusion has earned us recognition as a leader in the industry.

Job Requirements
  • Chartered status or equivalent certification.
  • Proven experience working with high-net-worth and ultra-high-net-worth clients on complex technical cases.
  • Excellent report writing and client management skills.
Benefits
  • Competitive salary of up to £60,000 per annum.
  • Hybrid working arrangements and opportunities for career progression.
  • A clear path for advancement towards advisory or senior roles within the paraplanning and support team.


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