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Pensions Consultant

  • Salary: £35000 - £45000 per annum
  • Location: Bath, Somerset
  • Sector: Pensions
  • Job type: Permanent
  • Date posted:
    14 Nov 2017
  • Job reference: 29919

Growing IFA firm is seeking a Pensions Consultant for their employee benefits team, you will be responsible for:-

  • Create, build and maintain long term relationships through quality of advice and service
  • Arrange and attend meetings with members as well as responding to ongoing member queries regarding their schemes
  • Provide a full review of a client's current pension arrangements, undertake a fact find, know your customer, risk profile and capacity for loss to provide an appropriate recommendation report
  • Provide initial group employee pension advice in the workplace presentations to clients and employees
  • Build and maintain successful relationships with clients and their employees
  • Identify opportunities for upselling/cross-selling based on understanding client needs
  • Build and maintain relationships with the EB Consultants and EB support team to ensure the delivery of excellent clients service at all times
  • Conducting research, analysing and presenting the results
  • Writing/drafting reports and member communications
  • Comply with the Financial Services and Markets Act 2000, the FCA Statements of Principle and Code of Practice and all other relevant FCA guidelines at all times

The successful candidate will :-

  • Have spent time in a similar role with previous CF30 status
  • Demonstrable high level of competence with regard to providing focused advice to clients
  • Level 4 qualified
  • Strong technical knowledge of both defined benefit and defined contribution schemes
  • Well-developed literacy and communication skills
  • G60 or AF3 qualified

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Our clients include: