Pension Planning Specialist

1 month ago


Cheltenham, Gloucestershire, United Kingdom Heat Recruitment Full time
Job Overview

We are seeking a highly skilled Pension Planning Specialist to join our team at Heat Recruitment.

Responsibilities
  • Liaise with clients as required by the Financial Planner, ensuring timely and accurate responses to their queries.
  • Analyse technical information from providers to inform pension planning strategies.
  • Conduct thorough research and interpret results to create tailored cash flow plans for clients.
  • Prepare high-quality suitability reports, requiring a strong understanding of technical knowledge.
  • Process new business cases and monitor them through to completion, ensuring seamless client experiences.
Requirements
  • A minimum of prior experience as a Paraplanner is essential for this role.
  • Exceptional organisational skills and the ability to work well under pressure are crucial for success in this position.
  • The ideal candidate will possess excellent communication skills, both written and verbal.
  • We offer a competitive salary range of £35,000 - £45,000 per annum, depending on experience.
  • In addition to a generous holiday allowance, we provide a wellbeing program and further study support.
  • A quarterly bonus scheme is also available, tied to individual performance.


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