Pension Fund Manager
3 days ago
We are proud to be one of the UK's leading independent financial advisory and wealth management firms.
This is a full-time, permanent opportunity with hybrid working and a competitive salary and range of benefits.
- Main Responsibilities:
- Analyzing and delivering comprehensive financial research on products and investments using company-approved tools.
- Preparing and delivering bespoke investment reports to clients through portfolio analysis and benchmark comparison.
- Developing complex financial planning reports in multiple areas.
- Participating in firm research projects as required.
Requirements:
- Diploma in Financial Planning or equivalent qualification.
- Demonstration of knowledge and experience in personal financial planning and report writing.
- Experience in an Independent Financial Advisory environment with strong communication skills.
- Aptitude in Microsoft Office and analytical tools.
Salary and Benefits:
- Estimated annual salary: £35,000 - £45,000.
- Contributory pension scheme with Royal London and death-in-service benefit.
- Discretionary annual bonus following completion of a year's service.
- Ongoing professional development opportunities.
- Shopping discounts with various retailers.
We offer a supportive and dynamic work environment where you can develop your skills and career. Join our team of experienced professionals who share a passion for providing exceptional client service.
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