Pensions Specialist
5 days ago
We are seeking a skilled Pensions Specialist to provide paraplanning support to our team of experienced Financial Advisors in Wirral. This is an excellent opportunity for an individual looking to be part of a growing company and contribute to delivering high-quality financial planning solutions.
Job DescriptionAs a Pensions Specialist, you will be responsible for providing research, analysis, and report writing support to assist our Financial Advisors in delivering quality, appropriate, and compliant financial planning. Your key duties will include:
- Preparing pre-approval documents prior to report writing
- Ensuring recommendations are appropriate and align with clients' needs
- Undertaking financial calculations, including CGT and annual allowances
- Working closely with Financial Advisors to gather sufficient information
You should possess good knowledge of financial planning and have experience in writing bespoke pieces of advice for complex cases. Additionally, you should be confident in undertaking research and financial calculations, and hold your Level 4 Diploma in Financial Planning or be willing to work towards this (support provided).
What We OfferWe offer a competitive salary of £35,000 - £40,000, depending on experience, plus company benefits. Our benefits package includes:
- 4x DSIs
- PMI
- Group Income Protection
- Employee Assistance Programme
- Medicash
- 5% employer pension
- 3% employee pension
- Discretionary annual bonus
- 28 days holiday + BHs, rising by 1 day per year up to 30 days
Additionally, we offer hybrid working arrangements and excellent career progression opportunities, with individual development plans shaped around your desired career path.
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