Techinical Assistant/Trainee Paraplanner for LightSide Financial Planning

My day to day activities include managing clients information on Inteligent Office, completing analysis on clients existing pension portfolios, running pension growth and drawdown illustrations via Aries, running annuity illustrations via iress, checking other collegues pension analysis and providing training to new starters and producing pension stability reports for pension transfer into the in house Wealth at Work sipp.

Pension administration revising previously settled claims following late integrations of information from employers ensuring correct benefits are being payed to members of Classic, Premium, Classic plus, Nuvos and Alpha defined benefit schemes.

Delivering clear and precise guidance for defined contribution retirement options to clients ensuring understanding of associated risks and consideration to optimise the clients journey through the retirement process.

Providing customer service for Phoenix Life pension members. This included assisting with training of new staff members, dealing with any queries raised by customers/third parties representing customers, providing first contact retirement information to clients, first aiding formal complaints raised by/on behalf of clients and generating information documents to assist administration departments.