Pension Consultant

Job Description

As a Pension Consultant at FinSavvy Advisors, you will be instrumental in guiding clients through their pension planning journey. Your expertise in analysing pension needs will enable you to craft tailored retirement strategies, ensuring that clients are well-equipped to make informed investments.

Responsibilities

• Review and assess clients' pension portfolios for optimisation.
• Guide clients on maximising their retirement savings and minimising tax liabilities.
• Develop educational materials to support clients in pension decision-making.
• Evaluate and recommend pension products suitable for client needs.
• Engage with regulatory bodies to ensure compliance with pension laws.
• Network with industry peers to keep abreast of best practices.
• Facilitate interactive workshops, enhancing client understanding of pension strategies.
• Create client-specific reports and analyses to inform pension decisions.

Requirements

Education

• Bachelor's degree in Finance or similar
• Master's degree or additional relevant certifications preferred

Experience

• 3+ years in financial planning or pension advisory roles

Technical Skills

• Investment Strategies
• Regulatory Compliance

Soft Skills

• Relationship Management
• Teamwork

Certifications

• Registered Investment Advisor (RIA)
• Financial Risk Manager (FRM)

Languages

• English: Fluent

Advantageous

• Experience with employee benefit schemes: A strong background in advising on company pension schemes and benefits.
• Training experience: Ability to conduct training sessions for clients on pension options.

Benefits

• Comprehensive health coverage including mental health support
• Discretionary annual bonuses
• Professional development funding
• Flexible working hours and remote options

Company Culture

• Integrity: We uphold the highest standards of integrity and ethical conduct in all our dealings.
• Diversity: We celebrate diversity and actively seek to build an inclusive workforce.
• Work-Life Balance: We promote a healthy work-life balance for our employees, recognising the importance of personal time.