Pension Administration Specialist

2 weeks ago


Chester, Cheshire, United Kingdom IDEX Consulting Full time
About the Opportunity

IDEX Consulting, a renowned chartered financial planning business based in Chester, seeks an accomplished Paraplanner to join their team. This is a chance to work closely with experienced financial advisers and make a significant impact on clients' financial well-being.

Key Responsibilities:
  • Collaborating with Advisers to develop and implement comprehensive financial plans that meet clients' needs
  • Providing technical support to Advisers to ensure seamless operations
  • Performing complex calculations, including income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Annual Allowance, Carry Forward, Chargeable Gains, and Cashflow Modelling
  • Preparing thorough Recommendation Reports and supplementary documentation
  • Maintaining regular communication with product providers, account managers, and clients
  • Staying up-to-date with regulatory requirements and personal development needs by expanding knowledge and understanding of financial products and markets
Requirements

To be considered for this position, you must possess:

  • Previous experience working within an Independent Financial Adviser practice
  • Exceptional organizational skills and attention to detail
  • Strong analytical and numerical abilities
  • Effective communication skills
  • A proven ability to work collaboratively as part of a team
  • Prioritization and deadline management skills
  • A level 4 qualification (or equivalent)

With a salary range of £38,000 - £48,000 per annum, dependent on experience, this is an ideal opportunity to take your career in financial planning to the next level.



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