Savings and Investment Specialist

2 weeks ago


Birmingham, Birmingham, United Kingdom CleverHR Full time
About CleverHR:
We are an award-winning HR company committed to providing cutting-edge solutions for businesses. As a Savings and Investment Specialist, you will play a crucial role in helping our corporate clients achieve their financial goals. Our team is passionate about delivering exceptional results and building long-term relationships with our clients.

Job Description:
This role involves working closely with our team to identify and implement effective savings and investment strategies for our clients. Key responsibilities include:
  • Submission of new online applications and processing of paper-based applications for life, investment, and pensions.
  • Running IO activities for each piece of business, including new business, top-ups, and policy variations.
  • Overseeing management of Annual Reviews and Portfolio Reviews.

Requirements:
  • Professional, positive mindset and desire to develop your career in Financial Planning.
  • Strong communication skills and ability to work effectively with clients and stakeholders.

Salary: £32,000 - £42,000 per annum.

What We Offer:
  • A comprehensive salary package and benefits.
  • Ongoing training and development opportunities.
  • A supportive and collaborative work environment.


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