Pensions Tech Advisor - Hybrid Role with Growth Path

Exchange Street Claims ltd; Cirencester; Hybrid; GBP 44,000 - 52,000; Full time

Job summary

A leading financial services firm in Cirencester is seeking a financial planning expert. You will guide financial planners on pensions and investments, helping them understand complex cases. The role requires a Level 4 qualification and offers a salary up to £52,000 with extensive benefits and promotion opportunities. The company promotes diversity and has a supportive culture with a hybrid work model.

Benefits

Non-contributory pension (10%)

28 days leave

PHI

Critical Illness Insurance

Dental Insurance

Life Cover (x10)

Qualifications

• Experience as a technical/helpdesk specialist, paraplanner, or financial planner.
• Strong character to advise and sometimes challenge senior advisers.

Responsibilities

• Guide financial planners on queries with a focus on pensions/investments.
• Become the go-to person for technical matters.
• Support clients in understanding financial cases.

Skills

Technical foundation in financial planning

Ability to advise senior advisers

Education

Level 4 qualification

Job description

A leading financial services firm in Cirencester is seeking a financial planning expert. You will guide financial planners on pensions and investments, helping them understand complex cases. The role requires a Level 4 qualification and offers a salary up to £52,000 with extensive benefits and promotion opportunities. The company promotes diversity and has a supportive culture with a hybrid work model.