Remote Pension Specialist — Expert IFA Support & Training

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

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.