Technical Adviser - Pensions

Posted 17 September by Exchange Street Financial Services
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It’s nice being right isn’t it?

And when you specialise that’s what you become. Right. An expert. The go-to person.

You already know lots about pensions and retirement planning. And this job will take that knowledge up a level. You’ll be responsible for guiding financial planners on complex cases. Helping them to understand technical issues. Helping them explain the facts in a clear way. And come up with solutions to their client’s problem.

Of course, you will need strength of character. You will at times need to challenge senior financial advisers. But you’ll have the confidence to do that. Because you’re an expert.

You might already be a specialist. Or you could be looking to specialise in an area that interests you. But if you know your way around tax planning and want to focus on it every day, get in touch.

The role offers an attractive starting salary, a generous bonus scheme and an extensive benefits package (including 10% pension contribution, PHI, childcare vouchers, car parking etc.). There are genuine promotion opportunities. They will even fund your Level 4 exams if you haven’t already achieved them.

You can work from the office or from home, with occasional but regular trips to the office.

Click apply. Send us a way of contacting you and we will be in touch.

Required skills

  • Financial Planning
  • Pensions

Reference: 42702590

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