Pension Specialist

Exchange Street Executive Search; Glasgow; Remote; GBP 45,000 - 60,000; Full time

Job summary

A leading financial services company in the UK is looking for a remote support specialist to handle pension queries and customer assistance. Ideal candidates should have pensions knowledge or be willing to learn. The role offers a salary up to £60,000, along with a pension, 25 days of holiday, and potential bonuses. This position is designed for problem solvers who enjoy delightful client interactions and strategic mentoring in a supportive team environment.

Benefits

Pension

25 days holiday

Private Medical Insurance

Performance bonuses

Qualifications

• Experience with pension queries, investment, and tax-focused customer service.
• Desire to engage in training or webinars.
• Experience in a similar support role is advantageous.

Responsibilities

• Resolve pension-related queries via phone and email.
• Provide assistance for investment and tax questions.
• Participate in onboarding and mentoring of new team members.

Skills

Pensions knowledge

Problem-solving

Communication skills

Education

Level 6 qualification (or willingness to pursue)

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 not all 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 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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