Pension Support Specialist
2 weeks ago
We are seeking an experienced paraplanner to join our dynamic team at Antony George Recruitment.
The successful candidate will play a key role in supporting the advice process, producing reports, conducting analysis, and attending client meetings.
Responsibilities
- Support the advice process, including client liaison and communication
- Produce standard and customised reports, including suitability reports, meeting notes, and review letters
- Conduct detailed analysis of portfolios and prepare product research in collaboration with advisers
- Attend client meetings, take notes, and follow up with actionable items
Requirements
The ideal candidate should possess a minimum of 3 years of experience in an IFA environment and hold a Level 4 Diploma or be actively progressing towards it.
A Competitive Salary Package
The company offers a salary of £42,000 per annum, along with private medical care, and a hybrid working option after probation.
The successful candidate will also have opportunities to progress into advising long term if desired.
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