Pension Administration Specialist

2 days ago


Witney, Oxfordshire, United Kingdom The Burford Recruitment Company Ltd Full time
Key Accountabilities

As a Paraplanner at our firm, you will be responsible for supporting Financial Planners at client meetings and acting as the primary point of contact for client queries.

Main Tasks:

  • Conduct thorough research and compile financial planning recommendations.
  • Analyse client data, prepare cash flow analyses, and develop comprehensive financial strategies.
  • Manage and maintain investment portfolios, ensuring regulatory and compliance standards are met.
  • Liaise with product providers and other third parties to ensure seamless implementation of client solutions.

Requirements:

  • Minimum 2 years of experience in paraplanning.
  • Diploma in Financial Planning (Dip PFS) - highly desirable.
  • In-depth knowledge of financial planning areas, including investment portfolio management, pensions, taxation, protection, and estate planning.
  • Proficiency in cash flow modelling.
  • Experience working with high-net-worth clients or complex financial planning cases is a plus.
  • Strong relationship-building skills and a client-focused approach.
  • Excellent attention to detail, with strong technical, mathematical, and technology skills.
  • Ability to manage work flow and prioritise tasks effectively.

About Us:
We are a collaborative, client-centric team dedicated to delivering exceptional financial planning services. You will receive full support for ongoing professional training and development.

The estimated annual salary for this role is £35,000 - £50,000, depending on experience.



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