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Pension Product Advisor

2 months ago

London, Greater London, United Kingdom Search Full time

Job Summary:

We are seeking a highly skilled and experienced Financial Planning Professional to join our team at Search. As a key member of our organization, you will play a crucial role in providing exceptional support to our clients and contributing to the growth and success of our business.

Key Responsibilities:

  • Provide accurate and compliant reports across IHT, Investments, and Pension products.
  • Work closely with our Independent Financial Advisors (IFAs) to deliver high-quality services to our clients.
  • Maintain and develop long-standing relationships with Private Wealth clients, ensuring their needs are met and exceeded.
  • Contribute to the development of new business opportunities and help drive the growth of our organization.

Requirements:

  • Level 4 qualified in a relevant field.
  • Detailed and working knowledge of regulatory requirements.
  • Experience and knowledge of investments, pension plans, and other financial products.
  • Strong IT skills, including basic MS Office package.
  • Excellent organizational and communication skills.
  • Strong numeracy skills.

About Us:

Search is an award-winning Financial Planning organization that values diversity, equality, and inclusion. We are committed to creating a work environment that is inclusive, respectful, and supportive of all employees. We welcome applications from all suitably skilled or qualified applicants, regardless of their background or experience.