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Pensions Report Writer/ Pensions Paraplanner

Posted 2 February by TEMPLEGATE RECRUITMENT Ended

Job Title: Pensions Report Writer/ Pensions Paraplanner

Location: Sheffield

Salary: £23,000 ~ £26,000

Specific to role


Including but not limited to:

  • Carry out research and prepare reports & documentation in respect of drawdown /
    SIPPs / SIPP investments / pension transfers
  • Manage drawdown annual review procedure / letters
  • As above in relation to other types of advice (i.e. investments / pension contributions / protection) if workload dictates
  • Process benefits claims
  • Calculate and process disinvestments as appropriate
  • Calculate and process investment of deposit monies as appropriate
  • Monitor trustee cash accounts / cash health via provider websites / bank statements
  • Collate & analyse information for pension transfers in compliant manner
  • Liaise with clients/providers in person or via telephone, email, letter, fax
  • Deal with commercial property scheme maintenance
  • Deal with relevant client / provider correspondence
  • Scan correspondence / documents onto archiving system

General office administration duties when required (mainly due to staff holidays / illness):

Including but not limited to:

  • Process new business -SIPP Applications, transfer forms
  • Completing application forms in advance of meetings
  • Chase progress of new business and income payments
  • Managing adviser meeting requirements i.e preparing valuations
  • Processing surrenders / partial encashments / withdrawals
  • Processing switches
  • Issuing policy documents
  • General typing of letters as and when required
  • Requesting & collating provider information


General reception duties when required (mainly due to staff holidays / illness):

Including but not limited to:

  • Answering incoming telephone calls
  • Meet & greet / reception duties
  • Dealing with incoming / outgoing mail
  • Franking post
  • Scanning / Photocopying / Faxing

Required skills

  • Drawdown
  • Pension Administration
  • Pensions
  • Report Writing
  • SIPP

Reference: 34283709

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