Pension Support Specialist

2 weeks ago


Saffron Walden, Essex, United Kingdom Antony George Recruitment Full time
Job Overview

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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