Group Pensions Advisor — Hybrid Role

Titan Wealth

Bristol

Hybrid

GBP 40,000 - 52,000

Full time

14 days+
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Benefits offered by this job

Competitive salary
Private Medical Insurance
Attractive Employee Pension Scheme
25 days annual leave
Life Assurance
Lunch and snacks provided in the Bristol office

Job summary

A leading financial services firm in Bristol is seeking a professional to provide bespoke pension advice and support clients in achieving their financial goals. The ideal candidate will have extensive knowledge of pension arrangements and strong communication skills. This full-time position offers a competitive salary, hybrid working, and various benefits, including private medical insurance and a generous pension scheme.

Qualifications

  • Excellent knowledge of all types of pensions arrangements.
  • Ability to understand, meet and exceed customer expectations.
  • Ability to work collaboratively with internal and external partners.

Responsibilities

  • Provide regulated bespoke pension advice to group pension members.
  • Create effective presentations to group pensions members.
  • Manage own time effectively to achieve objectives.

Skills

Knowledge of pension arrangements
Communication skills
Problem solving
Time management

Education

Diploma in Financial Planning

Tools

Microsoft Word
Microsoft Excel
Databases

Job description

A leading financial services firm in Bristol is seeking a professional to provide bespoke pension advice and support clients in achieving their financial goals. The ideal candidate will have extensive knowledge of pension arrangements and strong communication skills. This full-time position offers a competitive salary, hybrid working, and various benefits, including private medical insurance and a generous pension scheme.
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