Pension Specialist
4 weeks ago
We are seeking a highly skilled Pension Specialist to join our team at Blakemore Recruitment.
The ideal candidate will have a strong background in regulated investment advice and a proven track record of servicing existing clients and winning new clients through identifying and pursuing new client opportunities in the market.
Key Responsibilities
- Provide expert advice on strategic asset allocation and collective investment funds to private clients, trusts, and corporate clients.
- Meet the company's compliance requirements and maintain regulatory status.
- Contribute to the team's ongoing development of services and assist in the development of more junior members of staff.
- Take financial responsibility and be accountable for delivery of revenue targets and billing for own portfolio of clients.
Requirements
- Minimum 2:1 in a numerate degree.
- CFA Level 4 Qualified.
What We Offer
As a Pension Specialist at Blakemore Recruitment, you will have the opportunity to work with a leading independent provider of specialist pensions, trustee, and employee benefits solutions to small to medium enterprises and large corporates.
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