Pension and Investment Manager

2 days ago


Exeter, Devon, United Kingdom Prydis Full time

We're seeking a Pension and Investment Manager to join our team at Prydis. As a senior financial advisor, you'll be responsible for delivering high-quality, independent financial planning services to clients and generating new business through personalized advice.

About the Role

You'll work closely with our team to maintain client records on our back-office system and receive administrative support via a fair use policy.

In return for your expertise, you can expect a competitive package including a realistic OTE of £70,000+, uncapped earnings, and the opportunity to work with a talented team of professionals.

Key Qualifications
  • Extensive experience in financial planning, preferably with a bias towards pension planning
  • Strong knowledge and experience of corporate and personal financial planning
  • Competence in using the MS Office suite of products

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