Pension Administration and Financial Services Advisor

5 days ago


Sittingbourne, Kent, United Kingdom Ernest Gordon Recruitment Full time
Job Description
We are seeking a Financial Planning Specialist to join our administration team, responsible for the pensions and benefits of our clients. As a key member of our team, you will encourage career development and take further professional qualifications.
Your Responsibilities:
  • One-to-one meetings with employees to discuss their financial plans and pension utilisation.
  • Presentation of general financial planning guidance and announcements of changes in workplace benefits.
  • Tax and Allowance calculations to identify maximum Annual Allowance usage.
  • Creation of employee-facing documents explaining financial services products and concepts.


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