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For Companies At a Glance
- Tasks: Solve pension queries and support financial planners with expert advice.
- Company: A trusted firm known for excellence in the financial planning sector.
- Benefits: Salary up to £60,000, 25 days holiday, and a pension scheme.
- Why this job: Join a supportive team and make a real difference in clients' financial journeys.
- Qualifications: Pensions knowledge preferred; open to those willing to learn.
- Other info: Remote work with excellent onboarding and mentoring opportunities.
The predicted salary is between 43200 - 72000 £ per year.
Overview
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 £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.
What you\’ll need
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.
How to apply
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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.
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Pension Specialist employer: Exchange Street Claims ltd
Contact Detail:
Exchange Street Claims ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Pension Specialist
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and pensions sector. A friendly chat can lead to opportunities that aren’t even advertised yet. Plus, it shows you’re proactive and passionate about your field.
✨Tip Number 2
Prepare for those interviews by brushing up on common pension queries and solutions. We all know that confidence is key, so practice answering questions out loud. It’ll help you sound more natural and knowledgeable when it counts!
✨Tip Number 3
Don’t forget to showcase your problem-solving skills! Think of examples from your past experiences where you’ve tackled tricky issues. This will highlight your expertise and show how you can add value to the team.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen. Plus, we love hearing from candidates who are genuinely interested in joining our team. Let’s make this happen together!
We think you need these skills to ace Pension Specialist
Some tips for your application 🫡
Show Your Expertise: Make sure to highlight your experience and knowledge in pensions, as this is a key focus for the role. We want to see how you can solve problems and support IFAs with their queries.
Tailor Your Application: Don’t just send a generic application! Take the time to tailor your CV or contact details to reflect the specific skills and experiences that match the job description. We love seeing candidates who put in the effort!
Be Clear and Concise: When writing your application, keep it clear and to the point. We appreciate straightforward communication, so make sure your key points stand out without unnecessary fluff.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, we promise everyone will get a response!
How to prepare for a job interview at Exchange Street Claims ltd
✨Know Your Pensions Inside Out
Make sure you brush up on your pension knowledge before the interview. Familiarise yourself with common queries and solutions, as well as any recent changes in legislation. This will show that you're not just a problem solver but also an expert in your field.
✨Showcase Your Communication Skills
Since this role involves dealing with IFAs and potentially presenting via webinars, practice articulating complex information clearly and concisely. You might even want to prepare a short presentation on a relevant topic to demonstrate your skills.
✨Emphasise Teamwork and Mentoring
Highlight your ability to work within a team and your willingness to learn from others. Since the team is experienced and will provide mentoring, showing that you value collaboration and knowledge sharing can set you apart.
✨Prepare Questions About the Role
Think of insightful questions to ask during the interview. Inquire about the team's dynamics, the onboarding process, or how they handle complex pension queries. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
