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Pension Specialist

4 months ago

Gloucestershire, United Kingdom Alexander Mae Recruitment Full time

Pensions Consultant / Technical Specialist

Competitive Salary + Up to 25% Performance Bonus + Superb Benefits

Must hold CII Level 4 Diploma in Financial Planning

Bristol or Gloucestershire

Ideally Hybrid 2 days office / 3 days home


The Company: A superb opportunity exists to join a leading wealth management specialist who genuinely value and develop their staff.


The Job:

The main purpose of this job is to provide technical support regarding pensions to the Advisors and support them with the Pensions Advice Guidance Framework. You will provide a peerless technical query resolution service, via phones, email and Live Chat, adhering to agreed standards and add value. You will personally contribute to the continuous improvement of the technical query resolution service and be a technical specialist for the team.


Key Responsibilities of the Job:

Accurately resolve technical and advice queries received via Live Chat, phone, email, ASK and any other digital media within agreed service levels.

Drive continuous improvement of the technical query resolution service through liaison with various departments to develop systems and tools to support the Advisors in resolving their queries in the most efficient way.

To provide bespoke presentations to potential and existing Advisors to enable them to be the best and most productive that they can be.

Consult on bespoke complex queries as part of an additional service acting as the subject matter expert

Take a high degree of personal responsibility for maintaining awareness and improving own technical knowledge in the Financial Services and Wealth Management sector.

Lead development for colleagues through the delivery of training.

Draft and technically sign off the development, launch and maintenance of supporting technical/advice framework content and material for distribution to the Advisor through selected media (e.g. Techlink articles, websites).

Acting as subject matter expert on projects within the division and wider company


The Person:

Must hold the CII Level 4 Diploma in Financial Planning.

Must have a strong understanding and specialist knowledge of pension products.

The ability and the interest to want to deal with complex queries and non-standard tasks through analysis, creating bespoke solutions where necessary for Advisors, using a variety of appropriate sources of information and data and undertake complex calculations.

The ability to coach / mentor and deliver pension specific training.

Excellent organisational skills to deal with multiple tasks at any one time

A confident and natural communicator as this role involves liaising and interacting with multiple teams.


The Hours: Monday to Friday 9am - 5pm (35 hours per week)

The Benefits: Up to 25% Annual Bonus (based on company and personal performance), Non-contributory Pension 10% of base salary rising to 12.5% then 15% following length of service, 28 days holiday (option to buy 5 extra days), Life cover equivalent to ten times base salary, Critical Illness for individual and immediate family, Medical Insurance BUPA, Additional benefits include; SAYE Share Options, Salary & Pension Contribution payable in the first 12 months of illness, Eye-Tests, Refreshments, FREE Car Parking, Childcare Vouchers, Season Ticket Loans. Training / Exam fees paid for industry / work related qualifications.