They deal with private clients relating to pensions and investment advice ensuring financial security with their expert advice and guidance.
Recruit Wealth are delighted to be representing once again, our highly successful, fast growing, national Financial Planning client who are currently recruiting for experienced Paraplanners to join several of their offices across the UK.
Our client has organically grown over the last 10 years and is a modern, highly ethical and rewarding employer to work for.
We are pleased to be recruiting on behalf a long standing pension and investment actuarial client seeking to recruit a Senior Pensions Technician into their business.
You will be able to use your knowledge to interpret the rules of the scheme and identify any quirky aspects that need particular attention.
The successful candidate will be a technical specialist who can check work before it is sent out, including manual calculations.
Posted by LHH Recruitment Solutions • £28K/yr to £35K/yr
Established in 1993, the Pension Administration Business Area provides a broad range of services to trustees of UK occupational pension schemes such as DB, DC, CARE and cash balance.
These services include benefit administration, pensioner payroll, administration consulting services, scheme governance and trustee secretarial, bespoke one off projects, cash handling and preparing draft accounts, PPF assessment administration services, data audits and data cleansing and specialist roles.
We are recruiting experienced Defined Benefit pensions professionals to join us as a
A great opportunity to join our pensions data solutions team comprising data experts from different backgrounds, who provide leading edge insights where deficiencies in member data quality may impede our client's ability to achieve their strategic goal and journey plans.
Day to day responsibilities include the administration of occupational pension schemes, dealing with new joiners, leavers, retirees and calculating renewals and member contributions.
Full training is provided including new starter induction and further training thereafter.
This is a challenging and rewarding role drawing on and further developing team working, mathematical and customer service skills.
You will be joining WTW as a qualified actuarial pensions consultant with experience working on core UK defined benefit pensions actuarial work.
We work with a wide range of clients and your work may cover both trustee and corporate assignments.
As well as providing advice on regular valuations, accounting, PPF levies, individual calculations, and factor reviews, we often work alongside our clients on innovative, market-leading projects.
Posted by Focus Search and Selection • £45K/yr to £60K/yr
The Opportunity
The Paraplanner under our clients New Business team analyses prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability.
Reporting to your Team Leader, in this role you will be expected to formulate asset allocation recommendations, and write suitability reports.
The Day-to-ay
Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation.
This role will require you to manage multiple responsibilities while ensuring compliance with all relevant UK pensions legislation.
About the Role: Our client is seeking a highly motivated and experienced Senior Pensions Administrator to join their dynamic team.
You will be instrumental in supporting the administration team, handling complex technical administration cases and calculations within a defined benefit scheme.