Pensions Administration Specialist
7 days ago
This is a hybrid-based Paraplanner role in the Wirral, suitable for individuals looking to be part of a growing company and assist in providing excellent financial planning solutions.
Job Responsibilities:- Provide paraplanning support to the team of Financial Advisors, assisting in delivering quality, appropriate, and compliant financial planning.
- Focus on providing research, analysis, and report writing support to ensure recommendations are accurate and timely.
- Utilize technology to produce accurate solutions and undertake financial calculations, including CGT and annual allowances.
- Ensure all advice documentation is compliant and effectively communicate internally and externally.
- Work closely with the Financial Advisors to gather sufficient information and provide clear instructions to the team of Administrators.
- Experience as a Paraplanner is required.
- Good knowledge of financial planning and experience of writing bespoke pieces of advice for complex cases.
- Confidence in undertaking research and financial calculations.
- Hold a Level 4 Diploma in Financial Planning (or equivalent) or be willing to work towards this.
- Salary of £35,000 - £40,000 depending on experience, plus company benefits.
- Benefits include 4x DIS, PMI, Group Income Protection, Employee Assistance Programme, Medicash, 5% employer pension, and 3% employee pension.
- Hybrid working and 37.5 hours per week.
- Excellent career progression, with individual development plans shaped around your desired career path.
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