Pensions Administration Expert
3 days ago
We are looking for an experienced Pensions Administration Expert to join our team at Page Personnel Sales. As a key member of our team, you will be responsible for providing technical administration support to our financial advisers, ensuring they have the necessary information to make informed decisions.
Key Responsibilities:
- Process and prepare new business packs, including client portfolio valuations.
- Communicate advice to clients and ensure timely completion of tasks.
Your Skills and Qualifications:
- A diploma qualification in a relevant field.
- Experience working as a Paraplanner in an IFA/wealth environment.
- Knowledge of investments, pensions, and financial products.
What We Offer:
- An estimated salary of £38,000 - £50,000 per annum based on experience.
- Study support for professional qualifications.
- Pension contribution.
- Life insurance.
- 22 days holiday plus bank holidays.
- Positive team environment with growth opportunities.
- Death in service.
- Free on-site parking.
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