Pension Specialist

4 weeks ago


London, Greater London, United Kingdom Blakemore Recruitment Full time

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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