Pension Administration Specialist
4 days ago
Titan Wealth Holdings Limited is a leading financial planning company based in Bristol, UK. As a top-tier organization, our mission is to provide exceptional advice on wealth management, employee benefits, and retirement planning. With our recent acquisition by Titan Wealth Holdings, we're poised for exciting growth and opportunities.
Job Overview- We are seeking a skilled Paraplanner to support our Financial Planners in delivering comprehensive advice packages to clients.
- The successful candidate will draft suitability reports, liaise with Financial Planners, and ensure all research and client support processes are compliant and of high quality.
Key Responsibilities:
- Draft suitability reports with guidance from Financial Planners, adhering to compliance and departmental requirements.
- Liaise with Financial Planners to ensure complete and accurate information for advice provision.
- Ensure all relevant research, client support, and Compliance processes are observed to maintain excellent performance.
Required Skills and Qualifications:
- Excellent technical knowledge of pensions, onshore and offshore bonds, GIAs, ISAs, protections, Trusts, BR/EIS/VCT, etc.
- Diploma in Financial Planning.
Benefits:
- Private Medical Insurance
- Employee Pension Scheme
- 24 days Annual Leave
- Dental Insurance
- Life Assurance
- Health cash plan
- Flexible benefits package
About Us
Titan Wealth Group is committed to fostering an inclusive environment for all employees, regardless of their background or personal characteristics. We strive to provide equal opportunities in all aspects of the workplace.
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