Pension Specialist

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

Job summary

A financial services recruitment firm is looking for a Pension Specialist to support IFAs by resolving pension-related queries and addressing investment and tax questions. The role is remote, offering a salary of up to £60,000 along with a pension scheme and 25 days holiday. Candidates should have strong pension knowledge and communication skills, with career progression towards Level 6 qualifications expected. Join a collaborative team with comprehensive onboarding and mentoring.

Benefits

Salary up to £60,000

Pension scheme

25 days holiday

Professional Membership Insurance (PMI)

Remote work environment

Qualifications

• Expertise in pension queries via phone and email.
• Ability to address investment and tax questions.
• Experience with training presentations is a plus.

Responsibilities

• Resolve pension-related queries via phone and email.
• Address investment and tax questions.
• Participate in training sessions and present via webinars (optional).
• Collaborate with a team of specialists and receive comprehensive onboarding.

Skills

Pension knowledge

Problem-solving

Communication

Education

Level 6 qualification

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, conscientious or professional.

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 six specialists who 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 up to £60,000. There's also a pension, 25 days holiday and PMI. Their benefits package is currently 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.

Responsibilities

• Resolve pension-related queries via phone and email.
• Address investment and tax questions.
• Participate in training sessions and present via webinars (optional).
• Collaborate with a team of specialists and receive comprehensive onboarding.

Qualifications

• Pension specialist or generalist with the ability to grow pension knowledge.
• Level 6 qualification preferred but not required; career progression towards level 6 expected.

Benefits

• Up to £60,000 salary.
• Pension scheme.
• 25 days holiday.
• Professional Membership Insurance (PMI).
• Remote work environment.

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