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- Tasks: Provide 1-1 guidance to help individuals navigate their retirement options.
- Company: Reputable SIPP provider known for its member-focused service.
- Benefits: Great salary, strong bonuses, hybrid working, and excellent pension scheme.
- Other info: Proven progression opportunities in a supportive team environment.
- Why this job: Make a real difference in people's lives at retirement while growing your career.
- Qualifications: 5+ years in wealth management or SIPPs; emotional intelligence is key.
The predicted salary is between 40000 - 50000 £ per year.
We are looking for individuals who want to make a real difference to individuals' lives at retirement. Our client has an excellent reputation over the decades for providing a member-focused service within the SIPP space. You will have heard of them but they aren’t a run-of-the-mill SIPP provider and that’s what makes them an exciting place to join, they are growing at an impressive rate.
They are seeking to appoint a pensions specialist who has a background from the financial services, wealth management or SIPP space. Perhaps you have worked in wealth management, understand pensions but want to help individuals rather than provide formal advice? This would fit perfectly. This role takes an advice-focused approach. Yes, ideally they want you to have RO4 but more than that, they want you to care about individuals and getting them the best outcomes you can within their frameworks.
This is all done by offering 1-1 guidance sessions to members of their schemes. The role is simple: make the complex, simple. Emotional intelligence, stakeholder management and knowledge of pensions legislation is key. If you don’t know what a pensions allowance is and how it can be accumulated, perhaps this isn’t the one for you.
The package is genuinely good (great pensions, strong bonus and good salaries), they offer a hybrid working pattern ensuring you can integrate into the team quickly and the progression is proven.
If you have over 5 years background in wealth management or SIPPs and this sounds interesting, please do apply and we will come back to you as soon as we can.
SIPP Retirement Consultant in Bolton employer: Zatori Consulting
Contact Detail:
Zatori Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land SIPP Retirement Consultant in Bolton
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services and wealth management sectors. Let them know you're on the lookout for a SIPP Retirement Consultant role. You never know who might have the inside scoop on opportunities!
✨Tip Number 2
Prepare for those interviews by brushing up on your emotional intelligence skills. Practice explaining complex pension concepts in simple terms. Remember, it’s all about making the complex, simple for the members you'll be guiding.
✨Tip Number 3
Show your passion for helping individuals achieve their retirement goals. In your conversations, highlight your commitment to providing member-focused service. This will resonate well with potential employers looking for someone who truly cares.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always on the lookout for candidates who fit the bill, so make sure you get your name in the mix!
We think you need these skills to ace SIPP Retirement Consultant in Bolton
Some tips for your application 🫡
Show Your Passion for Helping Others: When writing your application, let us see your genuine interest in making a difference in people's lives at retirement. Share any experiences where you've helped individuals navigate complex situations, especially in the financial or pensions space.
Keep It Simple and Clear: Remember, we want someone who can make the complex simple. Use straightforward language in your application to demonstrate your ability to communicate effectively. Avoid jargon unless it's necessary, and always explain it if you do use it.
Highlight Relevant Experience: Make sure to showcase your background in wealth management or SIPPs clearly. We’re looking for over 5 years of experience, so don’t be shy about detailing your roles and responsibilities that align with what we’re after.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Zatori Consulting
✨Know Your Pensions Inside Out
Make sure you brush up on your knowledge of pensions legislation and the specifics of SIPP allowances. Being able to explain complex concepts in simple terms will show that you can make the complex, simple, which is key for this role.
✨Show Your Emotional Intelligence
Prepare examples from your past experiences where you've demonstrated empathy and understanding towards clients. This role is all about helping individuals, so showcasing your ability to connect with people will set you apart.
✨Research the Company Culture
Dive into the company’s values and mission. Understanding their member-focused approach will help you align your answers with what they’re looking for, making it clear that you’re a great fit for their team.
✨Prepare for Stakeholder Management Questions
Think about times when you've successfully managed relationships with stakeholders. Be ready to discuss how you navigated challenges and ensured positive outcomes, as this will demonstrate your capability in a client-facing role.