Pension Consultant

Exchange Street Executive Search; Gloucester; Hybrid; GBP 45,000 - 50,000; Full time

Job summary

A leading financial services firm in Gloucester is seeking a pension specialist to guide financial planners on pension queries. This hybrid role offers a salary between £45,000 and £50,000, along with a generous benefits package including a non-contributory pension and 28 days of leave. Ideal candidates will have level 4 qualifications and a solid foundation in pensions, with opportunities for progression within the company.

Benefits

Non-contributory pension (10%)

28 days leave

Private health insurance

Critical illness insurance

Dental insurance

Life cover (x10)

Qualifications

• Technical foundation in pensions is essential.
• Ability to advise and challenge senior advisers is required.

Responsibilities

• Guide financial planners on pension queries.
• Become the go-to expert for pension-related issues.

Skills

Pension knowledge

Advisory skills

Communication skills

Education

Level 4 qualification

Job description

Overview

Why do people move jobs? 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 coming 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, 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.

Compensation and Benefits

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. This is a hybrid role and you can apply to work remotely after 6 months (although this isn’t guaranteed).

Diversity and Inclusion

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.

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.