Pension Administration Specialist

6 days ago


Stockbridge, Hampshire, United Kingdom Heat Recruitment Ltd Full time

In this dynamic and challenging role, you will have the opportunity to work with a talented team of professionals who share your passion for delivering exceptional financial planning services. Our ideal candidate will be experienced in providing administrative support to Financial Advisers, possess excellent communication skills, and be proactive in meeting the needs of our clients.

Job Description:

The successful candidate will be responsible for supporting our Financial Advisers in providing financial planning services to individual clients, companies, and self-employed individuals. This will involve creating personalized financial plans, maintaining accurate records, and communicating effectively with clients and colleagues.

What We Offer:
  • £48,000 - £58,000 per annum, depending on experience
  • Bonus structure
  • Onsite Parking
  • Pension contribution
  • 4x salary death in service benefit
  • 25 days holiday
  • Exceptional office location
Future Prospects:

We offer opportunities for professional development and career progression within our company. If you have the potential to become a leading Financial Planner or take on a leadership role, we encourage you to apply.

  • Experienced as a paraplanner within a similar financial planning environment
  • Ideal candidate will hold the CII Level 4 diploma in financial planning
  • Excellent communication, written and verbal, and attention to detail skills
  • Proactive and client-focused approach],


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