Senior Pensions Paraplanner - Wealth Management Expert

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.

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

Education

Diploma Level 4 qualification

Job description

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.