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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 full control of your diary management.
- Why this job: Be part of a dynamic team with significant career progression and the chance to make a real impact.
- Qualifications: Diploma in Financial Planning and experience in a client-facing advisory role required.
- Other info: Opportunity to represent the business at industry events and contribute to internal projects.
The predicted salary is between 36000 - 60000 £ 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.
Pensions Consultant employer: mbf
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 wealth management. This knowledge will not only help you during interviews but also demonstrate your commitment to staying updated in the field.
✨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 consultants and how you've maximised client opportunities.
✨Tip Number 4
Showcase your communication skills by practising clear and concise presentations. You may be asked to present information during the interview, so being able to convey complex pension concepts simply will set you apart.
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 client-facing advisory roles. Emphasise your qualifications, such as the Diploma in Financial Planning, and showcase your strong technical knowledge of pension arrangements.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the responsibilities outlined in the job description. Mention your experience with providing regulated advice and your ability to collaborate with financial advisers and corporate consultants.
Showcase Communication Skills: In your application, provide examples of how you've effectively communicated complex information to clients. Highlight any experience you have with conducting presentations or site visits, as these are key aspects of the role.
Highlight Professional Development: Mention your commitment to continuous improvement by detailing any ongoing professional development activities, such as maintaining CPD records or attending industry events. This shows your dedication to staying current in the field.
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 and how you've successfully advised clients in the past.
✨Prepare for Client Scenarios
Expect to be asked about how you would handle various client scenarios. Think through potential questions or challenges that pension scheme members might face and prepare clear, concise responses that showcase your problem-solving abilities and client-focused approach.
✨Emphasise Collaboration Skills
Since the role involves close collaboration with financial advisers and corporate consultants, be ready to discuss your experience working in teams. Highlight instances where you've successfully collaborated to generate leads or deliver tailored advice, showcasing your interpersonal skills.
✨Demonstrate Your Commitment to Professionalism
The firm values high standards of professionalism and continuous improvement. Be sure to convey your commitment to these principles by discussing your ongoing professional development, such as maintaining CPD records and staying updated on industry trends.
