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Pensions Admin / Trainee Paraplanner - Nr Opington - Circa £25,000

Posted 14 March by Clark James Recruitment Ended

Clark James Financial Services are working with a highly established Pensions Consultancy seeking an experienced Pensions Administrator to conduct Pension Transfer Analysis and Pensions Administration, and also compose Suitability Letters.

Key duties:

  • General administration duties relating to the process of releasing money from clients pension funds.
  • Dealing with clients and Insurance Companies on the telephone in a professional manner.
  • Managing and prioritising workload.
  • Keep clients informed of the progress of their case
  • Identify and scan all information/post received.
  • Carry our scheme reviews (DB & MP).
  • Carry out DB TVAS reports.
  • Obtain and prepare quotations on request.
  • Prepare and issue suitability letters.
  • Deal with Execution Only cases including completing the questionnaire with the client.
  • Process Application Forms received.
  • Check that clients pass the Anti Money laundering requirements and obtain further information if required.
  • Carry out annual reviews.

Skills & Requirements

  • Good technical knowledge of Defined Contribution and Defined Benefit Pension Schemes.
  • Good experience conducting of Selecta-pension or O&M TVAS Reports
  • 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
  • General knowledge of pension release process
  • Strong IT skills including Excel spreadsheets, Microsoft Word and IRESS database


  • Circa £25,000 (depending on level of experience)

Required skills

  • Defined Benefit
  • Paraplanning
  • Personal Pensions
  • Pension Transfers
  • Transfer analysis

Reference: 34681228

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