Pension Fund Specialist
5 days ago
We are seeking a highly skilled Pension Fund Specialist to join our client, an established firm of Financial Planners forming part of St James Place.
About the RoleThis is a dynamic opportunity for someone who can provide technical support to Advisors and Directors in informing and advising on financial planning factors and utilising suitable plans and products.
You will be responsible for:
- Organizing reports and illustrations in a timely and accurate manner;
- Providing high-quality support to the advisor team, responding to queries in a timely manner;
- Inputting CFR documentation onto salesforce;
- Researching and analysing financial products to meet client requirements and objectives;
- Preparing and producing suitability letters, reports, and illustrations;
- Liaising with the wider administration team to ensure business processing is completed to regulatory standards;
- Overseeing complex cases in conjunction with the Private Client Manager and Operations Director, where appropriate;
- Managing own learning and development, attending relevant training sessions as needed;
- Keeping up to date with communications and regulatory changes.
To be successful in this role, you will need:
- A Level 4 Diploma;
- At least two years of experience in a similar role within a financial practice;
- Expertise in Pension & Investment product knowledge;
- A proven ability to thrive in a dynamic, client-focused environment.
The salary for this position is estimated at £35,000 - £45,000 per annum, depending on experience.
This is a fantastic opportunity to work with a leading financial services company and contribute to the success of their team.
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