Senior Pensions Administrator

RecruitMe; Stamford; On-site; GBP 32,000 - 52,000; Full time

Benefits offered by this job

Career development opportunities

Professional support

Job summary

A successful wealth management firm in Stamford is seeking a Senior Pensions Administrator / IFA Paraplanner. The ideal candidate will hold at least a Diploma qualification, ideally at Level 4, and possess strong technical knowledge in pensions and investments to support client financial planning. This position also offers full support for continued professional development and long-term career opportunities in a collegiate atmosphere.

Qualifications

• At least Diploma qualified, ideally Level 4.
• Strong technical knowledge and experience with pensions and investments.
• Experience with DB transfers is essential.

Responsibilities

• Handle DB transfer work to clients meeting strict criteria.
• Support the financial planning process for clients.

Skills

Technical knowledge on pensions and investments

Diploma qualification

Wealth management

DB transfers knowledge

Education

Diploma Level 4 qualification

Job description

Overview

We have a rare Pensions Administrator / IFA Paraplanner opportunity to join a successful and progressive wealth management firm in the Stamford area that offers both private and corporate financial services.

Qualifications

• The ideal candidate would be at least Diploma qualified and ideally to level 4.

Responsibilities

• This Senior Pensions Administrator/ Paraplanner role requires good strong technical knowledge and experience, especially around pension and investments.
• Our client are a wealth management firm that offers DB transfer work to clients that fits their strict criteria, therefore, qualifications and pensions knowledge in this area is essential.

Development and Culture

• They also offer full support in continued professional development for a career focussed pensions administrator.
• This IFA are part of a close knit business offering long term career opportunities and a very collegiate and professional atmosphere.

How to apply

For an informal and confidential discussion, please apply with your contact details.

This vacancy is being advertised on behalf of RecruitME who are acting as a recruitment agency. RecruitME is committed to equal opportunity and diversity.