Pension Specialist

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

Job summary

A leading recruitment firm is seeking a remote problem solver to support financial planners with pension queries and overall client support. The ideal candidate will have a background in pensions or a willingness to learn. You'll join a seasoned team, receive excellent onboarding and mentoring, and enjoy a competitive salary of up to £60,000 with benefits like a pension, 25 days holiday, and ongoing learning opportunities. This role is ideal for those who thrive in client-focused environments.

Benefits

Pension

25 days holiday

Private medical insurance

Qualifications

• Ability to handle pension queries and customer support requests effectively.
• Interest in training and presenting is a plus.
• Willingness to pursue further qualifications in pensions.

Responsibilities

• Resolve pension queries via phone and email.
• Support IFAs with financial planning issues.
• Train team members and conduct webinars as needed.

Skills

Problem solving

Client support

Pensions knowledge

Education

Level 6 qualification in finance or pensions

Job description

Overview

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.

Responsibilities

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 & Benefits

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.

Qualifications

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.

Next Steps

Want to know more? Click apply.

If you don't have a CV don't worry just send us a way of contacting you. We can come to the CV later.

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