Paraplanner - Pensions Expert
1 day ago
Responsibilities
* Research and prepare high-quality suitability reports
* Liaise with policy providers and clients
* Maintain accurate client information databases
* Develop a detailed knowledge of pensions, investments, and estate planning
Benefits
You'll enjoy a range of benefits, including:
- Annual leave, plus bank holidays and Christmas closure days.
- A company pension scheme with a generous employer contribution.
- Flexible working arrangements to suit your needs.
- Company sick pay, enhanced maternity and paternity pay.
- Discounts on Aviva Insurance & Investment products.
- £450 towards home office equipment.
- Group Life Assurance Scheme: 8 x salary.
- Access to the Benefit Hub and a range of health benefits.
- A voluntary flexible benefits platform.
About Us
At Successionwealth, we're committed to building a diverse and inclusive team, where everyone can thrive and contribute to our success. Join us as a Paraplanner and take the first step towards a rewarding career in pensions.
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