Pensions Administration Specialist

2 weeks ago


Edinburgh, Edinburgh, United Kingdom Evelyn Partners Full time

We are seeking an experienced Pensions Administration Specialist to join our Paraplanning team in Edinburgh. In this role, you will provide support to our Financial Planners, ensuring a positive experience for our clients.

You will have access to a structured training programme, offering Training & Competency oversight to excel personal development. We encourage continuous professional development via ongoing studying and qualifications.

Key responsibilities include:

  • Preparing suitability reports across a wide range of advice types, financial products, and investment solutions.
  • Collaborating with Financial Planners to deliver a positive client experience, ensuring client delivery dates and positive client outcomes are achieved.
  • Attending client meetings to support the Financial Planner in the delivery of cashflow modelling, as required.

Must be Level 4 qualified – CII, Diploma in Financial Planning/Regulated Financial Planning is required. Very strong understanding of financial planning principles.

We offer a competitive salary, private medical insurance, life assurance, pension contribution, and a generous holiday package.



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