Pension Advisor

2 weeks ago


Manchester, United Kingdom Robert Walters Full time

Robert Walters is seeking a skilled Pension Advisor to join our team in Manchester city centre offices.

We offer a competitive salary of £29,000 per annum and a comprehensive benefits package, including opportunities for professional development and training.

In this role, you will assist Senior Advisors in client meetings, prepare financial analyses, and research investment opportunities. You will also have the opportunity to develop your skills and knowledge by shadowing Senior Financial Advisers.

Key responsibilities include:

  • Preparing financial analyses, including cash flow projections, retirement planning, and investment portfolio reviews;
  • Researching investment opportunities and assisting in developing investment strategies tailored to clients' needs and risk profiles;
  • Staying informed about market trends, economic developments, and regulatory changes that may impact clients' financial plans;
  • Collaborating with other team members to ensure a seamless client experience and adherence to compliance standards;

To be successful in this role, you will need to have:

  • Experience within pensions;
  • A full Diploma in Financial Planning or working towards (or equivalent);
  • Proactive and able to network and generate clients;
  • Minimum 6-12 months experience in Pensions;

Apply now to take the first step towards a rewarding career in finance


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