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Pension Planning Specialist

2 months ago

Salford, Salford, United Kingdom Ferguson Dean Full time

About the Role:

Ferguson Dean is seeking a highly skilled Pension Planning Specialist to join our team. As a key member of our Pensions Management department, you will play a crucial role in delivering exceptional service to our High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients.

Key Responsibilities:

  • Conduct comprehensive whole-of-market research to identify the best pension solutions for our clients.
  • Develop and maintain strong relationships with HNW and UHNW clients, providing tailored advice and guidance on their pension needs.
  • Produce high-quality reports and research documents to support client recommendations.

What We Offer:

As a Pension Planning Specialist at Ferguson Dean, you can expect a competitive salary (£35k-£47k), plus executive benefits and earnings. You will also have the opportunity to work in a dynamic and supportive environment, with access to ongoing training and development opportunities.