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Pension Consultant
Pension ConsultantExchange Street Claims ltd • Bristol, VA, US
Pension Consultant

Pension Consultant

Exchange Street Claims ltd • Bristol, VA, US
2 days ago
Job type
  • Full-time
Job description

Why do people move jobs?

Well, there are three main reasons. One, they aren't learning. And when you don't learn, you get bored. Two, there are no opportunities to progress. And three, they don't feel fairly rewarded or treated.

Not problems you'll encounter at this business.

You already know about pensions, but this job will take that knowledge up several levels. You'll be responsible for guiding financial planners on all their pension queries. Helping them to understand each case. Helping them explain the facts in a clear way. And come up with solutions to their client's problems.

In short, you'll become the go-to person for everything pension-related. An expert.

As for progression, well, they've got that covered too.

There are genuine promotion opportunities. This is a firm that looks internally when new jobs come up, hiring externally only when they need to. And we know this because we've placed so many people here who have either had a promotion or moved into other areas of the business. Professional development is a core principle.

And as for fairness, that's high up the agenda too.

The role offers an attractive starting salary up to £52,000 per annum. There's a generous bonus scheme that has paid out every year since Covid. There's also an extensive benefits package including :

  • Non-contributory pension (10%)
  • 28 days leave
  • PHI
  • Critical Illness
  • Dental Insurance
  • Life Cover (x10)

It's not just pay either. They trust their staff. This is a hybrid role, and you can apply to work remotely after 6 months (although this isn't guaranteed).

And finally, diversity isn't just a buzzword. It's not perfect, but as a firm, they a) recognise that (a good sign) and b) have plans in place to improve it (a very good sign). The percentage of women in leadership positions is on track to be 40% in the next three years. People of colour will account for 12% of their workforce in the same timeframe.

They have partnerships with charities that represent people with disabilities. They work closely with the LGBTQ+ community. And they've allied with a charity that represents people with neurodiversity. Again, it's a business that puts fairness at the core of what it does.

Requirements

You might already be a pension specialist. Or you could be a paraplanner or financial planner who wants to specialise. Either way, you'll have a technical foundation to build on.

You'll be level 4 qualified. And you'll have the character to advise and sometimes challenge senior advisers.

To apply, please submit your CV or contact details, and we will be in touch to answer your questions. Everyone will get a response.

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Consultant • Bristol, VA, US

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