Pension Advisory Specialist

2 days ago


Chester, Cheshire, United Kingdom Austin Fraser Full time
Role Overview: We are seeking an experienced Pension Advisory Specialist to join our team at Austin Fraser. As a key member of our financial advisory team, you will be responsible for providing expert advice on pension-related matters, working closely with clients to understand their needs and goals, and developing tailored solutions to meet their requirements.

Key Responsibilities:
- Analyze clients' existing pensions and provide recommendations for improvement
- Conduct regular reviews of clients' pension plans to ensure they are aligned with their overall financial objectives
- Develop and implement strategies to maximize pension returns and minimize risk
- Work closely with clients to understand their needs and goals, and develop tailored solutions to meet their requirements

About the Company:
Austin Fraser is a leading financial advisory firm based in Chester. Our team of experts provides high-quality advice on all aspects of financial planning, including pensions, wealth management, and retirement planning. We are committed to delivering exceptional client service and are dedicated to ongoing learning and development to stay ahead of the latest trends and developments in the industry.

What We Offer:

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