Pensions Management Specialist
4 weeks ago
Position Overview:
As a Pensions Management Specialist within a dynamic pensions and investments team, you will be integral to a local independent financial advisory firm, overseeing and administering various elements of clients' pension schemes and investment portfolios.
Key Responsibilities:
Collaborating with a team of three support staff, your role will provide essential backing to financial advisers, enabling them to deliver critical technical and financial insights to their clientele.
Your meticulous attention to detail, strong analytical capabilities, and effective communication skills will empower financial advisers to devise strategic plans tailored to clients' investment and retirement aspirations.
Core Duties Include:
- Managing pension and investment applications, withdrawals, transfers, and related transactions while addressing technical inquiries as they arise.
- Conducting regular reviews of substantial data sets for precision and rectifying any inconsistencies.
- Assisting in the preparation and upkeep of documentation pertinent to pension and investment operations.
- Progressing towards your Level 4 diploma in financial planning.
- Demonstrating proficiency in Microsoft Office Suite, especially Word for formal communications.
- Engaging in professional development and training opportunities.
- Enjoying a comprehensive benefits package, which includes pension contributions and 20 days of annual leave in addition to public holidays.
- Exploring potential career advancement within the pensions and investments division of the company.
Employment Type:
Full-time, Monday to Friday
Commute/Relocation:
Reliable commuting or planning to relocate is required before commencing work.
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