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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.