Financial Planning Specialist

3 weeks ago


Tonbridge, Kent, United Kingdom kingswood-group Full time
Pension Fund Administrator

We are currently seeking a highly skilled Pension Fund Administrator to join our team in East Malling on a full-time, permanent basis.

This role involves developing and maintaining strong relationships with our clients, managing all relevant documentation, and producing detailed financial planning reports. Our company has a significant presence in the UK, with a substantial portfolio of assets under management. We serve a diverse range of clients, from private individuals to major institutions.

Responsibilities:
  1. Develop and maintain accurate records of client documentation, including financial planning reports.
  2. Collaborate with senior advisors to produce high-quality financial plans that meet client needs and regulatory requirements.
  3. Maintain up-to-date knowledge of company policies and procedures to ensure efficient and effective administration of client files.
  4. Communicate effectively with clients and internal stakeholders to resolve any issues or concerns.
  5. Participate in regular team meetings to share knowledge and best practices.
  6. Utilize Microsoft Office applications to manage and analyze data.
Benefits:
  • 25 days annual leave
  • A bonus day off for your birthday
  • Cycle to work scheme
  • Life Assurance
  • Private healthcare
  • Enhanced Maternity and Paternity pay


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