Financial Paraplanner - Uk Pension Scheme Expert

Financial Paraplanner - UK Pension Scheme Expert Salary Expectation: R25 000 per month
Are you an experienced financial professional with a passion for precision and an in-depth understanding of small self-administered pension schemes (SSAS) and qualifying UK pension schemes? Our client, a distinguished consultant specializing in technical solutions for the financial services industry, is looking for a talented individual to join their team.
This role focuses on fact-finding and report writing, requiring a Level 4 qualification and hands-on experience with Credo, a South African investment platform.
Key Responsibilities:Conduct detailed fact-finding to gather relevant information for small self-administered pension schemes and qualifying UK pension schemes.Write comprehensive, accurate reports to support financial advisory services.Develop and implement multifaceted strategies to address clients' complex financial needs.Collaborate with team members to ensure all financial solutions are accurately documented and comply with industry standards.Requirements:Level 4 qualification in financial services or a related field.Extensive experience with small self-administered pension schemes and a strong understanding of qualifying UK pension schemes.Familiarity with Credo, the South African investment platform.Proven ability to develop strategies for small businesses, including understanding relevant life insurance and business relief.Exceptional attention to detail and commitment to delivering high-quality reports.Strong analytical skills and the ability to adapt to new financial concepts and strategies.Preferred Qualifications:Experience with financial services focused on SSAS rather than personal pension schemes.Understanding of the nuances and advantages of small self-administered pension schemes, distinguishing them from inheritance tax.About Us:Our client is a pioneering consultant in the financial services industry, dedicated to designing innovative technical solutions. We are committed to revolutionizing how companies connect with remote talent, blending creativity, innovation, and drive.
Join us in shaping the future of remote recruitment and making a significant impact in the financial sector.

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