Vacancy Available

pension-drawdown-credencis

Full Time Paraplanner
Nottingham / Derby

Monday – Friday 09:00 – 17:00

Competitive salary – negotiable depending on experience

An opening has arisen for an experienced administrator to join our small, thriving financial planning and pension advice firm based in Nottingham.

Experience in a financial services environment is preferred, full training will be given. Competent organisational and administrative skills are essential with focus on efficiency and systemisation.

Successful candidate responsibilities

Completing client fact-find documents via the transfer of data capture processes

Liaise with pension scheme providers and investment platforms

Scanning and collating documents

Sending annual review letters and client invoicing

Inputting fund switch information and sending fund switch correspondence

Maintaining and updating both the company database and customer CRM system

Bonus skills favoured

Candidate’s ability to analyse a client fact-find and follow-up by researching suitable products.
Experience and competency in completing suitability reports based on fact finding and product analysis.

pension-drawdown-credencis

Credencis is looking for an individual who is enthused about further developing their career in financial services, if that is you please contact us via a cover email and CV sent to info@credencis.co.uk