Pensions Administrator

24 hours ago


Birmingham, Birmingham, United Kingdom Pertemps Birmingham Commercial Full time

A leading financial services firm based in Birmingham is seeking a skilled Paraplanner to join their team. In this role, you will play a critical part in supporting financial advisers by providing essential research, analysis, and preparing client documentation.

Key Responsibilities:
  • Interpret client data and provide research and recommendations to support adviser decisions.
  • Prepare key feature documents, suitability reports, and client illustrations.
  • Ensure compliance with company and regulatory standards by reviewing and updating client files and documentation.

This is an excellent opportunity to join a well-established firm in the financial services sector and contribute to the success of a dynamic team. The successful candidate will be offered a competitive salary package, including a base salary of 30,000 - 40,000 per annum, reflecting the firm's commitment to rewarding and retaining its staff.

As a Paraplanner, you will need to possess a strong understanding of financial products, pension schemes, and market structures. Additionally, proficiency in financial planning software and familiarity with regulatory compliance requirements are essential for this role.



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