Pension Specialist

Pension Specialist

Leeds Full-Time 43200 - 72000 Β£ / year (est.) No home office possible
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Exchange Street Claims & Financial Services

At a Glance

  • Tasks: Help solve pension queries for financial planners via phone and email.
  • Company: Join a trusted firm known for excellence in financial support across the UK.
  • Benefits: Enjoy remote work, a salary up to Β£60,000, 25 days holiday, and a pension.
  • Why this job: Be part of a supportive team with great onboarding and opportunities for training.
  • Qualifications: Pension knowledge is preferred; level 6 qualification is a plus but not required.
  • Other info: No CV needed to apply; everyone receives a response.

The predicted salary is between 43200 - 72000 Β£ per year.

Job Description

Being the best is important to this firm. They're trusted by thousands of UK financial planners and you don't get that without excellence as standard.So when they want the best that's what they go out there and find. The best person for the job. Not the best person who happens to live close to a certain office.And by making this job a remote one they do something not all firms do – show they trust their staff. After all you're an expert in what you do. You don't become that if you're not dedicated or conscientious or professional after all.Here, you'll use your technical knowledge to solve issues for the thousands of IFAs who trust this business for their support. This will tend to focus on pension queries (by phone and email) although you'll deal with investment and tax questions too.Alongside being a problem solver extraordinaire you can also get involved in training. This isn't a pre-requisite by any means. But if you enjoy presenting (via webinars) then this job will add an extra layer of responsibility to what is already a varied position.You'll join an existing team of 6 specialists who between them cover products across the board. They each have huge experience and some are approaching retirement with this vacancy due to that. This means that hiring is strategic so you'll get great onboarding/mentoring and a handover when you join. There'll be no "in at the deep end" here.Salary is to Β£60,000. There's also a pension, 25 days holiday and PMI. Their benefits package is though under review and likely to expand.There's no bonus as this isn't a sales job. It's a help job. A problem solver job. A job where you not only get to delight the end client, you get to delight the planners and paraplanners you work with.Β Β Β HERE'S WHAT YOU'LL NEED:You'll either be a pensions specialist or a generalist who can grow their pensions knowledge. Roughly two thirds of the team's queries are pension related so it's a good skill to have.The team are all level 6 qualified but you don't need to be. Yet. There would though be an expectation that this is a path you will go down.Β Β β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”Want to know more? Click apply.If you don't have a CV don't worry just send us a way of contacting you. We can come to the CV later.Everyone will get a response.

Pension Specialist employer: Exchange Street Claims & Financial Services

This firm stands out as an exceptional employer by offering a remote working environment that fosters trust and autonomy among its staff. With a strong focus on employee development, you will benefit from comprehensive onboarding and mentoring from experienced colleagues, ensuring a supportive transition into your role. The company also values work-life balance, providing generous holiday allowances and a competitive benefits package, making it an ideal place for dedicated professionals seeking meaningful and rewarding employment.
Exchange Street Claims & Financial Services

Contact Detail:

Exchange Street Claims & Financial Services Recruiting Team

StudySmarter Expert Advice 🀫

We think this is how you could land Pension Specialist

✨Tip Number 1

Familiarise yourself with the latest pension regulations and trends in the UK. This knowledge will not only help you answer queries effectively but also demonstrate your commitment to staying updated in your field.

✨Tip Number 2

Network with professionals in the financial planning sector, especially those who work with pensions. Engaging in discussions or attending webinars can provide insights into common issues faced by IFAs, which you can reference during your interview.

✨Tip Number 3

Prepare to showcase your problem-solving skills through real-life examples. Think of specific instances where you've successfully resolved complex queries, as this role heavily focuses on being a problem solver for clients.

✨Tip Number 4

If you're interested in the training aspect of the role, consider brushing up on your presentation skills. Being able to communicate complex information clearly will set you apart, especially if you express a willingness to take on additional responsibilities.

We think you need these skills to ace Pension Specialist

Pension Knowledge
Financial Planning Expertise
Problem-Solving Skills
Communication Skills
Attention to Detail
Technical Aptitude
Client Relationship Management
Training and Presentation Skills
Adaptability
Team Collaboration
Regulatory Knowledge
Analytical Skills
Time Management
Customer Service Orientation

Some tips for your application 🫑

Tailor Your CV: Make sure your CV highlights your experience and skills relevant to the pension sector. Emphasise any previous roles where you've dealt with pension queries or provided support to financial planners.

Craft a Strong Cover Letter: Write a cover letter that showcases your passion for problem-solving and your dedication to providing excellent service. Mention your willingness to grow your pensions knowledge and how you can contribute to the team.

Highlight Relevant Qualifications: If you have any qualifications related to pensions or financial services, be sure to mention them. Even if you're not yet level 6 qualified, express your commitment to pursuing this path.

Showcase Communication Skills: Since the role involves dealing with queries via phone and email, highlight your communication skills. Provide examples of how you've effectively communicated complex information in previous roles.

How to prepare for a job interview at Exchange Street Claims & Financial Services

✨Showcase Your Technical Knowledge

As a Pension Specialist, it's crucial to demonstrate your understanding of pension queries and related financial concepts. Be prepared to discuss specific scenarios where you've successfully solved complex issues, as this will highlight your expertise and problem-solving skills.

✨Emphasise Your Communication Skills

Since the role involves dealing with IFAs via phone and email, showcasing your communication skills is key. Practice articulating your thoughts clearly and concisely, and be ready to provide examples of how you've effectively communicated complex information in the past.

✨Express Your Willingness to Learn

The company values growth and development, so make sure to express your eagerness to expand your pensions knowledge. Discuss any relevant courses or qualifications you plan to pursue, such as achieving level 6 qualification, to show your commitment to professional development.

✨Prepare for Team Dynamics

Since you'll be joining a small team of specialists, it's important to convey your ability to work collaboratively. Think of examples where you've successfully worked in a team setting, and be ready to discuss how you can contribute positively to the existing team culture.

Pension Specialist
Exchange Street Claims & Financial Services
Location: Leeds
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