Pension Services Coordinator

3 weeks ago


Bournemouth, Bournemouth, United Kingdom Dynamite Recruitment Full time

A leading financial services company in Dorset is looking for a skilled Paraplanner to join their team.

Job Description

This role involves providing technical support to Financial Advisors, including the preparation of reports and recommendations, analysis of investment options, and client relationship management.

The successful candidate will receive a salary of around £50,000-£70,000 per annum, depending on experience. Benefits include hybrid working, flexible hours, and annual salary reviews.

Main Responsibilities:

  • Preparation of reports and recommendations for clients
  • Analysis of investment options and market trends
  • Client communication and relationship management
  • Co-ordination of new business initiatives and projects

Desired Skills and Experience:

  • Proven experience in paraplanning and pensions
  • Strong understanding of investments and financial markets
  • Excellent communication and interpersonal skills
  • Able to work independently and as part of a team

Benefits Package:

  • Competitive salary and benefits package
  • Opportunities for professional development and training
  • Flexibility and autonomy in your work


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