Pension Accumulation Specialist

2 weeks ago


Leeds, Leeds, United Kingdom IDEX Consulting Full time
About the Job:

IDEX Consulting seeks an experienced Pension Accumulation Specialist to join our team of Desk Based Advisors in Leeds.

Responsibilities:
  • Manage a significant portfolio of clients with AUA below £500k, delivering remote financial planning services and maintaining recurring income streams.
  • Identify and capitalize on opportunities to deepen client relationships and grow assets under advice.
  • Stay up-to-date with investment markets, products, and services, as well as financial planning methodologies, tax, and compliance procedures.
  • Build and maintain professional relationships to increase our presence in the client bank.
  • Conduct paraplanning tasks, research, analysis, and report preparation for clients.
  • Collaborate with other professional advisors to meet client needs.
  • Suggest improvements to processes, advice guidelines, and compliance procedures.
  • Secure client commitments for initial and ongoing financial planning services.
Requirements:
  • Strong report writing skills are necessary.
  • Diploma in Regulated Financial Planning is required, with Chartered status beneficial.
  • Experience in Pension Accumulation and Decumulation, Savings, and Investment advice, as well as Protection, is essential.
  • Ability to serve as secondary contact for clients managed by other consultants and share knowledge.
Compensation:

An attractive annual salary of £55,000, plus a comprehensive benefits package featuring 40 days holiday, 9% Pension + 2/2 matched, and 8 x life insurance.

Work Location:

Leeds



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