Pension Administration Expert
3 days ago
We are looking for a dedicated and ambitious Paraplanner to join our team at The Burford Recruitment Company Ltd. As a key member of our financial planning team, you will be responsible for delivering exceptional client services and contributing to the growth and success of our business.
Key Responsibilities:
- Work closely with Financial Planners to develop and implement tailored financial plans.
- Conduct thorough research, analysing client data and creating detailed financial models.
- Design and implement investment strategies that align with client goals and risk tolerance.
- Build strong relationships with product providers and other stakeholders to secure optimal outcomes for clients.
- Maintain up-to-date knowledge of regulatory requirements and industry developments.
- Collaborate with administrative teams to ensure seamless client experiences.
Requirements:
- A minimum of 2 years' experience in a paraplanning role.
- Diploma in Financial Planning (Dip PFS) - highly desirable.
- Comprehensive understanding of financial planning disciplines, including investment management, pensions, tax planning, protection, and estate planning.
- Advanced skills in cash flow modelling.
- Proven ability to work effectively with high-net-worth clients or complex financial planning cases.
- Excellent communication and interpersonal skills.
- Detailed analytical and problem-solving abilities.
- Highly organised and proactive approach to task management.
Salary: £50,000 - £65,000 per annum
Benefits:
- Annual salary review and bonus structure based on individual performance.
- Generous company pension scheme.
- 21 days annual leave.
- Flexible working hours.
- Access to a range of employee discounts.
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