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This Paraplanning Administrator job in North Somerset provides opportunity to join a quality, Chartered Financial Planning firm. You will be joining their head office support staff team including Paraplanners IFA Administrators, who provide quality support to their team of Chartered Financial Planners. As a Paraplanning Administrator, your duties will include: Produce simple suitability letters and non-complex reports Assist Paraplanners with gathering research and documentation for reports, recommendations and suitability letters. Ensure all compliance paperwork is completed Prepare application forms and paperwork required for the advice process Process and manage standard and more complex new business and servicing through to completion Chase progress of applications and inform the Financial Advisers should any issues arise Process any servicing changes to clients investments Prepare client portfolio valuations and review documents Hold regular meetings with your Paraplanners and Financial Adviser to discuss ongoing and upcoming cases Paraplanning Administrator Requirements You must have experience within a financial planning firm and have supported Financial Advisers You should have knowledge of financial planning products and the client process You will ideally hold RO1 or CF1 You must have excellent numeracy and literacy skills (GCSE grades A C or 4 9. You must be competent using Microsoft Office products and industry software The Company Our client has been established for over 40 years, providing Wealth Management, Financial Planning and DFM services to c600 clients. They have £400m FuM and have plans to continue growing. Paraplanning Administrator Benefits Salary of £28,000 - £32,000 depending on experience Plus company benefits available immediately include group life cover, group income protection Upon completion of probation, private medical insurance, health cash plan, cycle to work scheme, workplace pension with employer contribution of up to 5% of your salary provided this is matched by you Hybrid based role with up to 2 days from home (may require additional days in the office during probation period) Typical working hours of Monday to Friday, 9am to 5:30pm with 1 hour for lunch 25 days annual leave (rising up to 30 days) plus bank holiday, plus 1 days birthday leave and 1 day for charity / community work each year Location North Somerset Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information TPBN1_UKTJ

Due to recent client wins a leading Pension Consultancy are looking for Senior Pension Administrator’s to join their team. To apply for this role you must already be an experienced pensions administrator with relevant experience and knowledge of delivering administration services to Defined Benefi

We have an excellent opportunity to join an award winning business and be a crucial member of the Pensions Team. My client is an established and prestigious, Chartered Pensions & Investment Company, who have been in existence for almost 40 years.

Capita Pension Solutions seeks to recruit three Pension Administrators on a permanent basis. Pension administration experience with knowledge of DB pension schemes. If you have pensions administration experience and enjoy detail-oriented tasks, this could be your opportunity.

A leading pension consultancy in the UK is seeking a seasoned Senior Pension Administrator. The ideal candidate will have proven experience in a senior pensions role and robust knowledge of Defined Benefit schemes.

Senior Pensions Administrator – DB Schemes. A leading UK Financial Services Group offering Pension & Investment Consultancy services to many of the UK’s largest Companies and schemes is looking to recruit into their expanding and continually developing Pension Administration Team. Provide techni

We’re looking for an experienced Team Leader or Senior Pension & Investment Administrator to guide and inspire a local financial services team. You’ll lead, coach, and support your team while managing pensions and investments, including transfers, contributions, withdrawals, and complex cases. E

To apply for this role you must already be an experienced pensions administrator with relevant experience and knowledge of delivering administration services to Defined Benefit pension schemes as well as strong manual calculations experience. Due to recent client wins a leading Pension Consultancy a

A financial services company is seeking a Senior Pension Administrator in Greater London. The role involves managing the training and development of Pension Administrators and ensuring high-quality service delivery. Responsibilities include resolving enquiries, performing pension calculations, and c

Our client, one of the UK's leading providers of workplace pensions, is seeking a skilled Pensions Administrator to join their award-winning team in Leeds. As a Pensions Administrator, you will play a crucial role in providing high-quality pension scheme administration to members, ensuring alignment

Were on the lookout for several Senior Pensions Administrators to join our dynamic team. Weve been looking after peoples pensions for over 50 years, across pension schemes of all shapes and sizes. Company offers an exciting opportunity for experienced pensions administrators, with a competitiv

A financial services recruitment agency in the United Kingdom is seeking a detail-oriented Financial Planning Administrator to join their team. This full-time position offers a negotiable salary with benefits, including a pension contribution and study support for industry qualifications.

Our client, a top-tier UK Pension Consultancy, is seeking a seasoned Senior Pension Administrator to join their specialist Scheme Administration service. This role is designed for a skilled administrator who thrives on complexity and high-standard delivery. Proven experience in a similar senior-leve

Are you a highly experienced Defined Benefit (DB) pensions administrator looking for a challenging, high‑profile contract?. Defined Benefit pension administration is. This is a rare opportunity to manage complex, high‑value administration for one of the largest corporate pension schemes in the U

A respected pensions specialist in the United Kingdom is seeking a SIPP/SSAS professional. The role includes providing full administration services for pension schemes, managing client records, processing investment transactions, and overseeing daily reconciliations.

A leading recruitment agency in the East Midlands is seeking an experienced Pension Administrator to join their award-winning Pension Team.

As a Pensions Administrator, you will have the opportunity to develop your technical knowledge within our friendly Pensions Administration team, while supporting our service delivery to both clients and individual members. A variety of administration activities connected to the running of a pension

We have an excellent opportunity to join an award winning business and be a crucial member of the Pensions Team.

Transition Relationship Manager - This role would suit a Senior Pensions Administrator looking to move into the Bulk Purchase Annuity / Defined Benefit Buy In/Out /De-Risking space. Working primarily with scheme administrators and will be responsible for a number of transitions at any one time, of v

As a Pensions Administrator, you’ll be part of the team overseeing pensions for colleagues across MI5 and MI6. MI5 is proud to have achieved Leader status within the Department for Work and Pensions' Disability Confident scheme. You’ll bring an existing knowledge of HR, pensions or payroll to th

Contributory pension plan and life assurance.

As a Senior Care Assistant at a Barchester care home, you'll look after the different needs of our residents to enable us to deliver quality, person-centred care and support.Your role will involve supervising and inspiring a team of dedicated Care Assistants alongside the Deputy General Manager.You

Kickstart Your New Career with Evri – Join One of the UK’s Biggest Courier Networks.Make sure to apply with all the requested information, as laid out in the job overview below.Looking for a fresh start or a second income? Evri is one of the UK’s leading parcel delivery companies, and we’re

As a Care Assistant at a Barchester care home, you'll help residents enjoy each day by making sure they get the quality care and support they deserve.You'll assist with daily living, providing support and companionship and sharing great moments and memories too.It's a chance to bring your dedicatio

Kickstart Your New Career with Evri – Join One of the UK’s Biggest Courier Networks.Make sure to apply with all the requested information, as laid out in the job overview below.Looking for a fresh start or a second income? Evri is one of the UK’s leading parcel delivery companies, and we’re

As a Care Assistant at a Barchester care home, you'll help residents enjoy each day by making sure they get the quality care and support they deserve.You'll assist with daily living, providing support and companionship and sharing great moments and memories too.It's a chance to bring your dedicatio

In return, we offer such benefits as 20% discount at the Vet Group, Pets at Home and the Groom Room, access to discounts and cashbacks, in-house career development opportunities, pension and holiday allowance.

As an Admin Assistant at a Barchester care home, you'll carry out a range of responsibilities to help us deliver the quality care and support our residents deserve.In this varied role, we'll need you to answer the phone, handle our files and support our managers.You'll also meet and greet visitors,

This is a casual, part-time role offering flexible working.As a Bank Care Assistant at a Barchester care home, you'll help residents enjoy each day by making sure they get the quality care and support they deserve.You'll assist with daily living, providing support and companionship and sharing grea

Private pension contribution which increases with length of service.

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Flexible People Ltd are currently recruiting 7.Home delivery drivers for a well known client of ours, based in Avonmouth, Bristol.Interested in learning more about this job Scroll down and find out what skills, experience and educational qualifications are needed.This is a fantastic opportunity to w

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Fully funded stakeholder pension scheme.

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Job Title: Contact Centre Advisor Location: St Philip's, Bristol Pay Rate: £12.Contract Details: Temp to Perm, Full-Time (40 hours/week) with occasional Saturdays paid at overtime Meaning you'll work as a temp for 12 weeks prior to being taken on permanently by the employer after a suc

Are you looking for a rewarding career where you can really make a difference? Are you an experienced care professional looking for a change?.Come and join the Agincare family as a Live-in Care Assistant.We have clients within the South West, South East, Central and North parts of England so you mus

Small local business requires experienced finance assistant with working knowledge of Quick-books,Outlook, Excel and word.Must be positive and proactive.Able to work under own initiative.Work independently and take ownership of tasks.Role involves essential finance and administrative support to incl

Are you looking for a rewarding career where you can really make a difference? Are you an experienced care professional looking for a change?.You may be new to care or looking for a new.Come and join the Agincare family as a Care Assistant.Click here to view the care home: Agincare saves Weston-supe

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Are you looking for a rewarding career where you can really make a difference? Are you an experienced care professional looking for a change?.You may be new to care or looking for a new.Come and join the Agincare family as a Bank Care Assistant.Click here to view the care home: Qual

Benefit from a contributory pension scheme for a stable financial tomorrow.

Strategic&OperationalExcellence.

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