Pensions and Investment Specialist

3 days ago


Birmingham, Birmingham, United Kingdom CV-Library Full time
Job Description
As a Pensions and Investment Specialist, you will play a critical role in supporting our advisors and directors in providing expert financial planning advice. Your responsibilities will include:
1. Providing technical support to advisors and directors by informing and advising on financial planning factors and suitable plans and products.
2. Organising reports and illustrations in a timely and accurate manner to ensure efficient business processing and enhance Practice's PQS.
3. Offering high-quality support to the advisor team, responding to queries promptly.
4. Inputting CFR documentation onto Salesforce.
5. Analysing financial products to meet client requirements and objectives, demonstrating understanding of desired outcomes.
6. Producing accurate Inheritance Tax calculations and cash flow models.
7. Preparing and producing suitability letters, reports, and illustrations.
8. Liaising with the administration team to ensure business processing meets regulatory standards.
9. Overseeing complex cases with the Private Client Manager and Operations Director where necessary.
10. Managing own learning and development, attending relevant training sessions.
11. Maintaining awareness of communications and regulatory changes.
12. Able to travel to Pattingham for work Monday-Friday each week.
13. Possessing excellent communication and relationship-building skills.

About the Role
We are offering a competitive salary of £35,000 - £45,000 per annum (based on experience) for this exciting opportunity. If you have the required experience and qualifications, please apply today.

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