Administration, Compliance, Paraplanner, Sales Support
£25,000 to £34,000 Per Annum
Pension and other flexible company benefits
To provide technical support and training for administration staff and advisers. Check all policy reviews and TVAS of client’s existing pension arrangements, and sample check advice and files post sales.
Ensure all the annual compliance reports are prepared.
Duties and Responsibilities
Keep up to date with pension rules and legislation changes.
Check reviews of client’s pension schemes and transfer value analysis.
Check the suitability reports carried out by the advisers.
Check of quotations.
Deal with complaints received, written and verbal.
Provide technical support and training to the administration teams.
Skills and Knowledge:
Good time management skills and ability to multi-task and prioritise work.
Attention to detail and problem-solving skills
Good written and verbal communication skills
Detailed knowledge of both Defined Benefit and Defined Contribution schemes.
Working knowledge of excel spreadsheets
Working knowledge of the IRESS database
Advance Search & Selection Ltd is a recruitment agency that specialises in Financial Services and Pension recruitment and has done for over 18 years.