Pension Consultant

www.topfinancialjobs.co.uk - Jobboard; Bristol; Hybrid; GBP 45,000 - 50,000; Full time

Job summary

A leading firm specializing in pensions is seeking a dedicated professional to become an expert in guiding financial planners. With a commitment to internal progression and a generous benefits package, this role offers significant opportunities for advancement in a fairness-oriented environment.

Benefits

Non-contributory pension (10%)

28 days leave

PHI (Permanent Health Insurance)

Critical Illness coverage

Dental Insurance

Life Cover (x10)

Qualifications

• Pension specialist or financial planner looking to specialize.
• Level 4 qualification is mandatory.
• Ability to challenge and advise senior advisers.

Responsibilities

• Guide financial planners on pension queries.
• Help explain facts clearly and provide solutions.
• Become the go-to person for pension-related issues.

Skills

Pension knowledge

Advisory skills

Client communication

Education

Level 4 qualification

Job description

Why do people move jobs?

Well there are three main reasons.

One, they aren't learning. And when you don't learn you get bored. Two, there are no opportunities to progress. And three, they don't feel fairly rewarded/treated.

Not problems you'll encounter at this business.

You already know about pensions but this job will take that knowledge up several levels. You ll be responsible for guiding financial planners on all their pension queries. Helping them to understand each case. Helping them explain the facts in a clear way. And come up with solutions to their client s problem.

In short, you'll become the go-to person for everything pension related. An expert.

As for progression, well, they've got that covered too.

There are genuine promotion opportunities. This is a firm that looks internally when new jobs come up, hiring externally only when they need to. And we know this because we've placed so many people here who have either had a promotion or moved into other areas of the business. Professional development is a core principle.

And as for fairness that's high up the agenda too.

The role offers an attractive starting salary between £45,000 and £50,000 per annum. There's a generous bonus scheme that has paid out every year since Covid. There's also an extensive benefits package including:

• Non-contributory pension (10%)
• 28 days leave
• PHI
• Critical Illness
• Dental Insurance
• Life Cover (x10)

It's not just pay either. They trust their staff. You'll need to be in the office 2 days per week but you'll work from home the rest of the time. You can even apply to work remotely after 6 months (although this isn't guaranteed).

And finally Diversity isn't just a buzzword. It's not perfect but as a firm they a) recognise that (a good sign) and b) have plans in place to improve it (a very good sign). The percentage of women in leadership positions is on track to be 40% in the next three years. People of colour will account for 12% of their workforce in the same timeframe.

They have partnerships with charities that represent people with disabilities. They work closely with the LGBTQ+ community. And they've allied with a charity that represents people with neurodiversity. Again, it's a business that puts fairness at the core of what it does.

HERE'S WHAT YOU'LL NEED:

You might already be a pension specialist. Or you could be a paraplanner or financial planner who wants to specialise. Either way you'll have a technical foundation to build on.

You'll be level 4 qualified. And you'll have the character to advise and sometimes challenge senior advisers.

-
Ready to become an expert? Click apply.

If you don't have a CV send us contact details and we will be in touch to answer your questions.

Everyone will get a response.

Description: Why do people move jobs?

Well there are three main reasons.

One, they aren't learning. And when you don't learn you get bored. Two, there are no opportunities to progress. And three, they don't feel fairly rewarded/treated.

Not problems you'll encounter at this business.

You already know about pensions but this job will take that knowledge up several levels. You ll be responsible for guiding financial planners on all their pension queries. Helping them to understand each case. Helping them explain the facts in a clear way. And come up with solutions to their client s problem.

In short, you'll become the go-to person for everything pension related. An expert.

As for progression, well, they've got that covered too.

There are genuine promotion opportunities. This is a firm that looks internally when new jobs come up, hiring externally only when they need to. And we know this because we've placed so many people here who have either had a promotion or moved into other areas of the business. Professional development is a core principle.

And as for fairness that's high up the agenda too.

The role offers an attractive starting salary between £45,000 and £50,000 per annum. There's a generous bonus scheme that has paid out every year since Covid. There's also an extensive benefits package including:

• Non-contributory pension (10%)
• 28 days leave
• PHI
• Critical Illness
• Dental Insurance
• Life Cover (x10)

It's not just pay either. They trust their staff. You'll need to be in the office 2 days per week but you'll work from home the rest of the time. You can even apply to work remotely after 6 months (although this isn't guaranteed).

And finally Diversity isn't just a buzzword. It's not perfect but as a firm they a) recognise that (a good sign) and b) have plans in place to improve it (a very good sign). The percentage of women in leadership positions is on track to be 40% in the next three years. People of colour will account for 12% of their workforce in the same timeframe.

They have partnerships with charities that represent people with disabilities. They work closely with the LGBTQ+ community. And they've allied with a charity that represents people with neurodiversity. Again, it's a business that puts fairness at the core of what it does.

HERE'S WHAT YOU'LL NEED:

You might already be a pension specialist. Or you could be a paraplanner or financial planner who wants to specialise. Either way you'll have a technical foundation to build on.

You'll be level 4 qualified. And you'll have the character to advise and sometimes challenge senior advisers.

-
Ready to become an expert? Click apply.

If you don't have a CV send us contact details and we will be in touch to answer your questions.

Everyone will get a response.