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Pensions Investment Specialist

1 month ago

Manchester, United Kingdom Merje Full time

Merje, a leading Wealth Management firm, is seeking an experienced Pensions Investment Specialist to join their team on a permanent basis. This role involves reviewing client investment portfolios, asset allocations, and risk profiles to ensure they meet the client's needs. The ideal candidate will have excellent technical knowledge of pensions, investments, and protection.

Key responsibilities include:

  • Preparing suitability reports and completing applications/proposal forms
  • Supporting Financial Planners/Directors with ad-hoc queries and tasks
  • Ensuring compliance with the Financial Services and Markets Act 2000, the FCA's Conduct rules, and Statements of Principle & Code of Practice

The successful candidate will possess:

  • Comprehensive knowledge of the financial services market
  • Excellent technical skills in producing high-quality suitability reports and supporting research
  • A willingness to respectfully challenge Financial Planners where necessary

Salary: £40,000 - £55,000 per annum, depending on experience. Merje offers a competitive benefits package and opportunities for professional growth and development.

In this role, you will be working closely with experienced professionals who are passionate about delivering exceptional results. If you are a motivated and detail-oriented individual with a strong understanding of pensions and investments, please apply.