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- Tasks: Provide technical pensions advice and support to internal stakeholders via various communication channels.
- Company: Join one of the UK's leading wealth management organisations with a supportive team environment.
- Benefits: Enjoy a competitive salary, annual bonus, private medical insurance, and flexible hybrid working.
- Why this job: This role offers career development, technical challenges, and the chance to make a real impact.
- Qualifications: Level 4 Diploma in pensions is preferred; strong communication and analytical skills are essential.
- Other info: Work in a hybrid model, with 2 days in the office and ongoing professional development opportunities.
The predicted salary is between 36000 - 60000 £ per year.
We are excited to be recruiting for a new Pensions Specialist role with one of the UK's leading wealth management organisations, based in either their Bristol or Cirencester offices. This hybrid opportunity offers a brilliant blend of technical challenge, stakeholder interaction, and career development.
About the Role:
Joining a supportive team of around 15 people and reporting to the Helpline Support Manager, you will provide technical pensions advice and guidance to internal stakeholders via Live Chat, email, and phone, supporting queries around the advice framework and delivering excellent service within agreed service levels.
You will also support continuous improvement and knowledge sharing across the business by:
- Resolving technical and advice queries quickly and accurately
- Leading improvements to tools and systems that help colleagues work more efficiently
- Delivering tailored presentations to new and existing stakeholders
- Providing in-depth support on complex queries via a dedicated consultation service
- Acting as a subject matter expert on internal projects
- Contributing to training delivery and drafting technical content
About You:
We are looking for someone with strong pensions expertise and excellent communication skills. Ideally, you will be:
- Level 4 Diploma qualified (with a willingness to work towards Level 6)
- Experienced in applying financial planning knowledge in a practical setting
- Confident handling technical queries and explaining complex concepts clearly
- Skilled in analysing queries and tailoring responses appropriately
- A team player, confident leading training and sharing best practices
- Knowledgeable of financial services products and advice frameworks would be beneficial.
What's in it for You?
This company offers an outstanding benefits package, including:
- Competitive salary
- Up to 25% annual bonus
- 10% non-contributory pension (rising with service), with additional matching
- 10x life assurance, PHI, and critical illness cover
- Private medical & dental insurance
- 28 days holiday + bank holidays, with the option to buy more
- 6 months fully paid maternity/paternity leave
- Free on-site parking
- Ongoing professional development and hybrid working flexibility
Hours: Monday-Friday, 9am-5pm
Location: Bristol or Cirencester (2 days per week in the office)
Pensions Specialist employer: Alexander Mae (HR) Ltd
Contact Detail:
Alexander Mae (HR) Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Pensions Specialist
✨Tip Number 1
Familiarise yourself with the latest trends and regulations in pensions. This will not only help you answer technical queries effectively but also demonstrate your commitment to staying updated in this ever-evolving field.
✨Tip Number 2
Practice explaining complex pension concepts in simple terms. Since you'll be providing advice to internal stakeholders, being able to communicate clearly and concisely is crucial for building trust and ensuring understanding.
✨Tip Number 3
Engage with current employees or alumni from the company on platforms like LinkedIn. They can provide insights into the company culture and expectations, which can help you tailor your approach during interviews.
✨Tip Number 4
Prepare to discuss examples of how you've contributed to continuous improvement in previous roles. Highlighting your experience in enhancing tools or processes will resonate well with the team's focus on efficiency and support.
We think you need these skills to ace Pensions Specialist
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your pensions expertise and relevant qualifications, such as the Level 4 Diploma. Emphasise your experience in financial planning and any specific achievements that demonstrate your ability to handle technical queries.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the Pensions Specialist role and explain how your skills align with the job requirements. Mention your communication skills and your experience in delivering training or presentations, as these are key aspects of the role.
Showcase Your Technical Knowledge: When writing your application, include examples of how you've resolved complex queries in the past. This will demonstrate your ability to provide technical advice and support, which is crucial for this position.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are important traits for a Pensions Specialist.
How to prepare for a job interview at Alexander Mae (HR) Ltd
✨Showcase Your Pensions Expertise
Make sure to highlight your qualifications and experience in pensions during the interview. Be prepared to discuss specific scenarios where you've successfully handled technical queries or provided advice, as this will demonstrate your expertise and confidence in the field.
✨Communicate Clearly and Effectively
Since the role involves explaining complex concepts, practice articulating your thoughts clearly. Use simple language when discussing technical topics, and be ready to provide examples of how you've tailored your communication style to different stakeholders in the past.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and ability to handle real-life situations. Think of examples where you've resolved technical queries or improved processes, and be ready to explain your thought process and the outcomes.
✨Demonstrate Team Collaboration Skills
As a team player, it's important to convey your ability to work well with others. Share experiences where you've led training sessions or contributed to team projects, emphasising your role in fostering a collaborative environment and sharing best practices.
