Pension Specialist

Exchange Street Executive Search; City Of London; Remote; GBP 51,000 - 60,000; Full time

Job summary

A leading financial advisory firm in the UK invites applications for a remote role focused on resolving pension queries. As part of a friendly team of specialists, you will assist IFAs, handle investment questions, and potentially engage in training. With a salary up to £60,000 plus benefits like 25 days of holiday and pension, this is an excellent opportunity for dedicated professionals looking to contribute positively in a supportive environment.

Benefits

25 days holiday

Pension

Private Medical Insurance (PMI)

Qualifications

• Team members should be or become level 6 qualified in pensions.
• Experience in financial planning is beneficial.

Responsibilities

• Resolve pension queries via phone and email.
• Potentially present training webinars.

Skills

Pensions knowledge

Problem-solving skills

Communication skills

Job description

Being the best is important to this firm. They're trusted by thousands of UK financial planners and you don't get that without excellence as standard.

So when they want the best that's what they go out there and find. The best person for the job. Not the best person who happens to live close to a certain office.

And by making this job a remote one they do something firms do - show they trust their staff. After all you're an expert in what you do. You don't become that if you're not dedicated or conscientious or professional after all.

Here, you'll use your technical knowledge to solve issues for the thousands of IFAs who trust this business for their support. This will tend to focus on pension queries (by phone and email) although you'll deal with investment and tax questions too.

Alongside being a problem solver extraordinaire you can also get involved in training. This isn't a pre-requisite by any means. But if you enjoy presenting (via webinars) then this job will add an extra layer of responsibility to what is already a varied position.

You'll join an existing team of 6 specialists who between them cover products across the board. They each have huge experience and some are approaching retirement with this vacancy due to that. This means that hiring is strategic so you'll get great onboarding/mentoring and a handover when you join. There'll be no 'in at the deep end' here.

Salary is to £60,000. There's also a pension, 25 days holiday and PMI. Their benefits package is though under review and likely to expand.

There's no bonus as this isn't a sales job. It's a help job. A problem solver job. A job where you not only get to delight the end client, you get to delight the planners and paraplanners you work with.

HERE'S WHAT YOU'LL NEED:

• You'll either be a pensions specialist or a generalist who can grow their pensions knowledge. Roughly two thirds of the team's queries are pension related so it's a good skill to have.
• The team are all level 6 qualified but you don't need to be. Yet. There would though be an expectation that this is a path you will go down.

Want to know more? Click apply.

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