Administrative Pension Specialist
3 weeks ago
A leading financial advisory firm, Oval Recruit, is seeking a Paraplanner to support their expanding advisory team in the Spalding area. The successful candidate will be responsible for client servicing, technical administration, and support duties.
The role involves writing Financial Planning reports for advisors to present to clients. Ideal candidates should have previous paraplanning experience, strong knowledge of Investment & pension products, and be diploma qualified.
About the Role:- Client Servicing: Providing exceptional service to clients, ensuring their needs are met.
- Technical Administration: Managing administrative tasks, including data entry and record-keeping.
- Support Duties: Assisting advisors with their workload, ensuring seamless operations.
- Previous paraplanning experience.
- Strong knowledge of Investment & pension products.
- Diploma qualification.
The salary for this role is estimated to be around £40,000 per annum, plus a competitive package. We offer a stable work environment, opportunities for career advancement, and a chance to work with a reputable financial advisory firm.
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