Posted by Focus Search and Selection • £45K/yr to £60K/yr
The Opportunity
Reporting to your Team Leader, in this role you will be expected to formulate asset allocation recommendations, and write suitability reports.
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.
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.
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.
EQ's vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success.
Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology.
With over 6000 employees, it supports 37 million people in 120 countries.
A fantastic opportunity for a candidate at any level of their career to join WTW, one of the leading Third-Party Administrators, as a Pension Administrator.
This is a challenging and rewarding role, drawing on and further developing team working, mathematical and customer service skills.
Day to day responsibilities include the administration of occupational pension schemes, dealing with new joiners, leavers, retirees and calculating renewals and member contributions.
Based in Redhill, Surrey this fantastic opportunity is offering a competitive salary of £28,000 - £32,000 depending on experience, and offer fantastic benefits including: 23 days holiday plus bank holidays, pension, social night outs with the team, brand new offices with pool table, sofa areas and outdoor patio area, cycle to work scheme, life assurance, season ticket loan, enhance maternity/paternity pay, car leasing agreement, paid dental check-up care, referral scheme, trade discounts, merlin discounts.
A superb opportunity has arisen as a Training Coordinator working for a leading and rapidly expanding Motor Insurance company; a company that can offer a fun and vibrant working environment (they have a pool table and posh coffee!)
Excellent benefits, team nights out and personal development.