Paraplanner - Pensions Expert

1 day ago


Sheffield, Sheffield, United Kingdom Successionwealth Full time
Our Pensions Team at Successionwealth is seeking an experienced Paraplanner to provide high-quality support to our Financial Planners and ensure the smooth delivery of pension planning services. With a competitive salary of £40,000-£50,000 per annum, you'll have the opportunity to develop your skills and expertise in a dynamic and supportive environment.

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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