
Senior Pension Specialist
2 weeks ago
We are seeking a recently qualified financial advisor to join our rapidly expanding business.
This is an excellent opportunity for the successful candidate to fill a key position within our financial planning and advice division.
You will be joining an organisation with big ambitions, helping to continue our record of providing a top-class service to our clients.
The successful candidate will find an exciting and welcoming environment at our workplace.
Our employee well-being is a key focus for us, with fresh fruit delivered to the office every week, and our Wellness Committee is always coming up with new initiatives.
The Social Committee is another great positive force within the office and, during the summer, staff finish up early on bank-holiday Fridays to get a head start on the weekend.
The office offers a friendly and collaborative environment where our ambitious staff foster a strong team ethic.
Job Role: Qualified Financial Advisor
- Meeting new and ongoing clients with other team members, to assess their needs
- Preparing informed advice to clients on life and pensions needs
- Assessing the needs of existing clients and presenting relevant solutions
- Evaluating new product options and maintaining a point of contact with pension and investment providers
- Supporting on compliance matters such as AML and engagement letters
- Reconciling monthly commissions
Key Responsibilities:
- QFA qualified or part-qualified
- Good technical Life & Pensions knowledge
- Excellent written and verbal communication skills
- Proficient in Microsoft Office, particularly Word, Excel, and Outlook
Why Join Us?
- Competitive remuneration
- Access to tax saver travel or bike to work scheme if required
- Support for further qualifications
- Scope to gain experience in a wide range of specialist areas
- Challenging and interesting work
- Access and exposure to a wide range of clients in a variety of interesting businesses and industries
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