Technical Pensions Specialist

  • Location

    Cardiff

  • Sector:

    Financial Planning, Financial Services, Wealth Management, Pensions

  • Job type:

    Permanent

  • Salary:

    £60000 - £75000 per annum + Bonus & Benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH3862_1659003499

  • Published:

    23 days ago

  • Expiry date:

    2022-08-27

  • Startdate:

    ASAP

  • Consultant:

    Thomas Williams

Mbf are working with a national Wealth Management origination to recruit a key member of staff. The business we are working with are one of the most successful Financial Planning & Investment Management organisations in the UK, they are a multi award winning company with a fantastic reputation.

They are now seeking to recruit a Technical Pensions Specialist; this position will act as a main point of contact for Financial Advisers & clients for complex pensions cases. You will answer questions, provide solutions and from time to time attend client meetings (virtually) should a client need pensions expertise.

As well as being a point of contact for pensions cases, there will also be an element of training Financial Advisers to ensure their knowledge levels are up to standard.

This is a specialist position and as such the client is looking to recruit an experienced & qualified individual. Below are the desired requirements:

  • Fellow/Chartered - exceptional individuals working towards will also be considered
  • 10 years of Experience in Financial Services ideally focused on Retirement Planning
  • Skills in Pension Planning presentations and Training Sessions

This is a Home Based position.

The client is offering a basic salary to £75,000 + bonus and company benefits including: pension, group life assurance, death in service, PMI, group income protection and much more.