Pensions Consultant
1 week ago
**NOW Careers are currently recruiting for an Pensions Consultant role in St Mellons, Cardiff.**
**This is a permanent, full time position offering salary of £22,000 - £28,000pa**
The overall purpose of the role is to undertake all administration requirements on a portfolio of clients. These requirements include managing and maintaining excellent relationships with clients, financial advisers and other professionals; adhering to regulationand legislation in achieving aims of clients,ranging from Scheme establishment to investment and property transactions, through to retirement events; maintaining scheme databases and files in accordance with business requirements.
**Qualifications and Experience**
- Any experience in financial services, banking and investments would be beneficial.
- Experience of dealing with clients
- Experience in managing portfolios of clients, building excellent working relationships
- Excellent communication skills, both oral and written
- Excellent organisational skills, focussed with a professional manner
- An ability to work individually and as part of a team
- Strong motivational skills
- Excellent IT skills
**Main Responsibilities and Duties**:
- Undertake administration and consultation on a portfolio of Self Invested Schemes.
- Liase with members, clients, trustees and professional advisers in a pro-active and efficient manner.
- Complete work accurately and in a timely manner.
- Work as part of a wider team in delivering high quality service to customers.
**Benefits**:
- 25 Days holiday
- Exam funding and reward scheme
- Staff Pension Scheme and Life Insurance Cover
- Office based during probation and training then hybrid working pattern
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