Financial Planning and Analysis Professional
3 weeks ago
Job Title: Administration Pensions
Salary and Job DescriptionThe successful candidate can expect a salary of £50,000 - £65,000 per annum, depending on experience. As a Pension Paraplanner, you will be responsible for:
- Providing administrative support to our Financial Planners, including liaising with clients, obtaining and analyzing technical information, conducting research, and preparing suitability reports.
- Ensuring accurate cash flow planning analysis and suitability reports, requiring a high degree of technical knowledge.
- Processing new business and monitoring its progress through to completion.
- Prior experience as a Paraplanner.
- Excellent technical knowledge across a wide range of areas.
- Exceptional organizational skills and the ability to work well under pressure.
- Excellent communication skills, both written and verbally.
We offer a comprehensive benefits package, including 25 days holiday + bank holidays, a well-being program, further study support, and a discretionary performance-linked quarterly bonus.
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