Financial Services Professional

17 hours ago


Sittingbourne, Kent, United Kingdom The Recruitment Lab Full time
Pension and Risk Specialist Job Description

The Recruitment Lab is seeking an experienced Pension and Risk Specialist to advise on personal financial products and workplace pensions in Sittingbourne.

About the Role:
  • Key Responsibilities:
  • Conduct employee meetings to discuss workplace pensions, financial planning, and other relevant topics.
  • Deliver group presentations to provide general financial guidance and explain changes in workplace benefits.
  • Maintain accurate records of client conversations using internal CRM systems.
  • Calculate tax and allowance as required.
  • Develop clear documentation to explain financial service products and concepts to employees.
Qualifications and Experience:
  • Proven experience in advising on personal financial products.
  • Strong knowledge of workplace pensions and Group Risk products.
  • Excellent communication and consultative sales skills.
  • A relevant qualification, such as DipFA or CeMap.
Benefits Package:
  • A competitive salary between £40,000 and £65,000 per annum.
  • Discretionary bonuses paid half-yearly.
  • Paid study support for professional development.
  • 20 days annual leave (increasing with service up to 25 days).
  • Company pension, Life Assurance, Private Medical Insurance.


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