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Pension Planning Specialist

2 months ago

Northampton, Northamptonshire, United Kingdom Pertemps Northampton Full time

Company Overview: Pertemps Northampton is dedicated to providing exceptional financial services and support to our clients.

Position Summary: We are currently in search of a skilled Pension Planning Specialist to collaborate with our financial advisory and support teams in crafting thorough financial strategies tailored to our clientele.

Key Responsibilities:

  • Conduct in-depth financial assessments for clients, taking into account their existing financial landscape, aspirations, and risk appetite.
  • Assist in formulating investment strategies and recommendations, particularly focusing on pension transitions, ISA reallocations, and estate tax considerations.
  • Work in conjunction with financial advisors to implement and manage client strategies effectively.

Qualifications:

  • A comprehensive understanding of pensions, investment vehicles, risk management, and tax optimization.
  • Proficiency in financial planning software and the Microsoft Office Suite.
  • Experience with Intelliflo planning and intelligent office systems is advantageous.

Skills Required:

  • Strong analytical skills to evaluate complex financial data.
  • Excellent communication abilities to convey financial concepts clearly.
  • Detail-oriented approach to ensure accuracy in financial planning.

Join us in delivering outstanding financial solutions to our clients and making a significant impact in their financial journeys.