Pensions Administrator

2 weeks ago


Leeds, Leeds, United Kingdom CV-Library Full time

We are seeking a skilled and motivated Paraplanner to join CV-Library in Edinburgh.

This is an exciting opportunity for a professional with experience in paraplanning or a similar role to work closely with a team of financial advisers, providing essential support in research, report writing, and preparing detailed client recommendations.

The successful candidate will play a pivotal role in the financial planning process, ensuring compliance and quality of advice, while also building their knowledge and experience.

Main Responsibilities:
  • Conduct research on financial products, investment options, and strategies to provide informed recommendations.
  • Prepare and draft comprehensive financial planning reports tailored to clients' needs, ensuring accuracy and attention to detail.
  • Support advisers in preparing recommendations and ensuring compliance with industry regulations.
  • Liaise with clients and providers to gather relevant information and documentation, maintaining strong communication skills.
  • Maintain accurate records and manage client files effectively, utilizing organizational skills.
What We Offer:
  • A competitive salary between £35,000 - £45,000 (dependent on experience) to recognize and reward your skills and expertise.
  • A hybrid working arrangement, allowing you to balance office time with remote work, promoting flexibility and work-life balance.
  • Career progression opportunities within our nationally recognized firm, offering clear paths towards more senior roles.
  • Ongoing training and development programs, equipping you with the knowledge and skills necessary to succeed in your role and advance your career.
About You:

To be successful in this role, you will have a strong understanding of financial planning principles, excellent attention to detail, and exceptional communication skills. Relevant diploma-level qualifications in financial planning (or studying towards) are preferred, but equivalent experience will also be considered.

Please note that we are not accepting applications via email or social media. If you are interested in this opportunity, please submit your application through our official website.



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