Join our award winning team

Montfort is seeking experienced professionals to join its team of leading IFAs and professionals. These full-time positions are an opportunity to join a dynamic company offering excellent benefits and in-house training and support.

We offer outstanding career progression and first-hand experience within this highly complex area of global financial planning.

If you believe you would make an excellent and valued member of the Montfort team and your skills and experience match the job requirements, please email your CV to Montfort director Glenys Davies on glenys.davies@montfort-intl.com

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Pensions Administrator

Montfort is seeking a Pensions Administrator to join its team of leading advisers and paraplanners. The position presents an opportunity to join a dynamic company offering excellent benefits.

Job Description:
• Performing all administration, including the more complex tasks for the pensions administration of client portfolio

• Assisting paraplanners, advisers and the pension transfer specialist on the preparation of suitability reports and consolidation of pensions

• Dealing with benefit statements and life assurance, ensuring that work is completed in line with customer and legislation requirements

• Alerting Advisers of client reviews and working with client database and systems

• Performing complex manual benefits calculations and automated systems calculations

• Keeping abreast of technical and legislative developments within the pensions industry

• Office administrative duties including scanning and filing of incoming post, greeting clients, setting up meeting rooms and answering calls.

Benefits:

After satisfactory completion of probation period:

-The company supports training and exams with the potential to progress to a qualified paraplanner and/or financial adviser

-Company Pension scheme.

-Healthcare

-Death in Service cover

-Generous annual leave allowance

-Free on-site parking

Apply online or email your CV to Glenys.Davies@montfort-intl.com

 

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Montfort have provided me with such a great opportunity to develop my skills as a Paraplanner. The quality of the training I have received and the support I have been given has been first class. There's a real sense of team spirit and I thoroughly enjoy coming in to work.

Martyna Gluchowicz Parraplanning Assistant - Montfort

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To speak with one of qualified financial advisers, please do not hesitate to contact us with any queries you may have regarding your financial planning and the services we offer. We would be delighted to be of assistance.