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- Tasks: Provide tailored pension advice and collaborate with financial advisers to maximise client opportunities.
- Company: Join a fast-growing financial services group with a strong reputation in wealth management and pensions.
- Benefits: Enjoy hybrid working, flexible hours, and opportunities for career progression.
- Why this job: Be part of a dynamic team making a real impact in clients' financial futures.
- Qualifications: Diploma in Financial Planning and experience in a client-facing advisory role required.
- Other info: Based in Bristol, with travel as needed; strong focus on professional development.
The predicted salary is between 43200 - 72000 £ per year.
An exciting opportunity has arisen for an experienced Pensions Consultant to join a fast-growing and well-backed Financial Services group. This business is undergoing a period of strategic growth, having made several key acquisitions across the UK financial services sector. The firm provides a comprehensive range of wealth management, pensions and employee benefit solutions to both corporate and individual clients across the country.
As part of a specialist pensions team, the successful candidate will provide tailored, regulated advice to members of group pension schemes. The role offers autonomy and flexibility, with hybrid working and full control of diary management. The position is based out of the company’s Bristol office, with travel as required.
The position will involve close collaboration with financial advisers and corporate consultants to generate and follow up on client leads, ensuring opportunities are maximised. This includes working together to identify client needs, refer opportunities between teams and deliver a seamless bespoke service.
Responsibilities:- Provide regulated pension and transfer advice to both new and existing group pension members
- Deliver specialist guidance and clear recommendations to support informed decision-making
- Conduct site visits and remote presentations to pension scheme members
- Collaborate with corporate consultants to follow up on advice leads
- Maintain up-to-date CPD and compliance records
- Contribute towards team objectives and engage with internal projects
- Build and maintain professional relationships with internal and external stakeholders
- Support and represent the business at training sessions, meetings, and industry events
- Actively develop additional support and services for scheme members
- Diploma in Financial Planning (or equivalent qualification)
- Strong technical knowledge of pension arrangements and group schemes
- Demonstrated experience in a similar client-facing advisory role
- Excellent communication and interpersonal skills, with the ability to present information clearly and professionally
- Proficient in Microsoft Office applications and CRM/database systems
- Strong time management and problem-solving abilities
- Committed to high standards of professionalism, trust, and continuous improvement
This is an excellent opportunity to join a market leading financial services organisation offering strong long-term prospects. You will be part of a growing business with significant potential for career progression and development.
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Pensions Consultant
✨Tip Number 1
Network with professionals in the financial services sector, especially those who work in pensions. Attend industry events and seminars to meet potential colleagues and learn more about the company culture at StudySmarter.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in pensions and financial planning. This will not only boost your confidence but also demonstrate your commitment to staying informed during interviews.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully provided tailored advice in previous roles. Highlight your ability to collaborate with other professionals, as teamwork is crucial in this position.
✨Tip Number 4
Showcase your communication skills by practising clear and concise explanations of complex pension concepts. Being able to convey information effectively will be key in your role as a Pensions Consultant.
We think you need these skills to ace Pensions Consultant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in pensions consultancy and financial planning. Use specific examples that demonstrate your technical knowledge of pension arrangements and group schemes.
Craft a Compelling Cover Letter: Write a cover letter that showcases your communication skills and explains why you are a great fit for the role. Mention your experience in client-facing advisory roles and how you can contribute to the team's objectives.
Highlight Relevant Qualifications: Clearly state your Diploma in Financial Planning or equivalent qualifications in your application. This is crucial as it meets one of the key requirements for the position.
Showcase Your Soft Skills: In your application, emphasise your interpersonal skills and ability to build professional relationships. Provide examples of how you've successfully collaborated with teams or clients in the past.
How to prepare for a job interview at mbf
✨Showcase Your Technical Knowledge
As a Pensions Consultant, it's crucial to demonstrate your strong technical knowledge of pension arrangements and group schemes. Be prepared to discuss specific examples from your experience that highlight your expertise in this area.
✨Prepare for Client Scenarios
Expect to be asked about how you would handle various client scenarios. Think through potential questions regarding client needs and how you would provide tailored advice. This will show your ability to think on your feet and deliver bespoke solutions.
✨Highlight Your Communication Skills
Excellent communication is key in this role. Practice articulating complex pension concepts in a clear and professional manner. You might be asked to present information or conduct a mock consultation, so be ready to showcase your interpersonal skills.
✨Demonstrate Team Collaboration
Since the role involves working closely with financial advisers and corporate consultants, be prepared to discuss your experience in collaborative environments. Share examples of how you've successfully worked with others to maximise client opportunities.
