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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 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.
Locations
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 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 teams and generate leads, as this is crucial for the role at StudySmarter.
✨Tip Number 4
Showcase your communication skills by practising clear and concise presentations. You may be required to conduct site visits and remote presentations, so being articulate and engaging will set you apart from other candidates.
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 any specific achievements that demonstrate your expertise in pension arrangements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the financial services sector. Mention your strong communication skills and ability to build professional relationships, as these are key for the position. Be sure to explain why you want to work with this particular company and how you can contribute to their growth.
Highlight Relevant Skills: In your application, focus on your technical knowledge of pension schemes and your proficiency in Microsoft Office and CRM systems. Provide examples of how you've successfully managed client relationships and delivered tailored advice in previous roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your professionalism and attention to detail, which is crucial in the financial services industry.
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 any relevant training you've undertaken.
