Pension Specialist

Pension Specialist

Salford Full-Time 28000 - 42000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Lead complex Pension Sharing Order cases and enhance PSO processes.
  • Company: Join AJ Bell, a fast-growing investment platform with over 620,000 customers.
  • Benefits: Enjoy a starting salary of £28,000, 26-31 days holiday, and hybrid working options.
  • Why this job: Be part of a supportive team culture focused on personal development and social impact.
  • Qualifications: 3+ years in a regulated financial services environment with strong communication skills.
  • Other info: Full-time office immersion for new hires to build relationships.

The predicted salary is between 28000 - 42000 £ per year.

Job Description

We are looking for a knowledgeable and driven professional to join our team as a Pension Sharing Order (PSO) Specialist. This is a key role for an experienced individual with a strong background in pensions and investments, particularly within a regulated financial services environment. You will take the lead on complex PSO cases, act as a point of escalation for key stakeholders, and play an inte…

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Pension Specialist employer: AJ BELL BUSINESS SOLUTIONS LIMITED

AJ Bell is an exceptional employer, offering a vibrant and supportive work culture that prioritises teamwork and employee development. With a strong commitment to personal growth, employees benefit from extensive training programmes, a generous holiday entitlement, and a range of perks including a discretionary bonus scheme and health cash plan. Located in Manchester, AJ Bell not only provides a friendly environment but also fosters a sense of pride in delivering high-quality financial services, making it an ideal place for professionals seeking meaningful and rewarding careers.
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Contact Detail:

AJ BELL BUSINESS SOLUTIONS LIMITED Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Pension Specialist

✨Tip Number 1

Familiarise yourself with the latest HMRC rules and regulations related to pensions. This knowledge will not only help you in interviews but also demonstrate your commitment to staying updated in a constantly evolving field.

✨Tip Number 2

Network with professionals in the pensions and financial services sector. Attend industry events or join relevant online forums to connect with others who can provide insights or even refer you to opportunities at AJ Bell.

✨Tip Number 3

Prepare to discuss specific complex PSO cases you've handled in the past. Be ready to explain your approach, the challenges faced, and how you ensured compliance and quality outcomes, as this will showcase your expertise.

✨Tip Number 4

Demonstrate your ability to build effective relationships by preparing examples of how you've successfully collaborated with stakeholders in previous roles. This will highlight your people management skills, which are crucial for this position.

We think you need these skills to ace Pension Specialist

Pension Sharing Order (PSO) expertise
Regulatory compliance knowledge
Complex case management
Strong communication skills
Stakeholder relationship management
Training and development abilities
Risk assessment and management
Numeracy and literacy skills
Report writing skills
IT proficiency (Word, Excel, Outlook)
Time management and organisational skills
Customer service experience
Problem-solving skills
Adaptability in communication style

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in pensions and investments, particularly focusing on any roles that involved managing complex Pension Sharing Orders. Use specific examples to demonstrate your skills and achievements in a regulated financial services environment.

Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Discuss how your background aligns with the responsibilities of the Pension Specialist position, particularly your ability to handle complex PSO cases and improve processes.

Showcase Relevant Skills: Emphasise your communication skills, both written and verbal, as well as your ability to build effective relationships. Mention any relevant professional examinations you have completed and how they relate to the role.

Proofread Your Application: Before submitting your application, carefully proofread all documents to ensure there are no spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in a role that involves compliance and risk management.

How to prepare for a job interview at AJ BELL BUSINESS SOLUTIONS LIMITED

✨Showcase Your Expertise

Make sure to highlight your experience in handling complex Pension Sharing Orders (PSOs) during the interview. Be prepared to discuss specific cases you've managed and the outcomes, as this will demonstrate your capability and knowledge in a regulated financial services environment.

✨Communicate Clearly

Effective communication is key for this role. Practice articulating your thoughts clearly and concisely, especially when discussing technical aspects of pensions and investments. Tailor your communication style to suit different stakeholders, as this will show your adaptability.

✨Demonstrate Problem-Solving Skills

Be ready to provide examples of how you've navigated complex regulatory frameworks or resolved challenging PSO queries. This will illustrate your ability to think critically and manage risks effectively, which are crucial skills for the position.

✨Prepare Questions

Have a few insightful questions prepared to ask the interviewers about the team dynamics, ongoing projects, or future developments in PSO processes. This shows your genuine interest in the role and helps you assess if the company culture aligns with your values.

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