Pension Advisor

30000.00 - 40000.00 GBP Annual + GBP30000 - GBP40000/annum Monthly Bonuses
16 Feb 2017
02 Mar 2017
Contract Type
Full Time
Pension and Investment advisor - Leicester

GBP30,000 a year + Bonuses - Permanent

Job Location:Leicester
Required experience:
Financial Services: 1 year

A Leicester Investment Management firm is looking for an Investments and Pensions Associate to join their team. The centrally based offices are vibrant and professional with a cheerful atmosphere. With many varied and exciting job roles within the business, it is a great place to progress and develop a career.
The Company:
The company is a highly thriving organisation and recognised within the industry for its expertise, innovative technology and commitment to the client experience and in recognition. There is a clear and realistic path for career progression and personal development.
What's involved?
" Contacting existing clients to review their portfolio
" Identifying cross selling opportunities based on client needs
" Analysing client data correctly in order to provide suitable advice
" Perform clear client presentations in a concise and clear manner
" Complete paperwork accurately and completely
" Ensure suitable and relevant CPD is undertaken to maintain competence in the role.
" Maintain a good working knowledge of the market place
" Ensure that learning is applied to the workplace in a timely fashion and its application reviewed.
" Comply with the requirements of the Financial Services and Markets Act 2000, and the FCA Principles, Code of Practice for approved persons and rules.

What experience is needed?
" Experience selling financial products
" A good grasp of pensions, economics and investments
" At least 12 months administration experience from within the Financial Services industry
" Good communication and interpersonal skills
" Well organised, efficient and accurate
" Ability to work well under pressure
" A good eye for detail
" Energetic and collaborative, with a 'can do' attitude
" Familiarity with Microsoft Office, including good Excel knowledge.
Who is the suitable candidate?
" A motivated individual with drive
" A go getter who can grab opportunities
" A pension/investment qualified with the relevant experience.

We will welcome applications from those looking for the next step in their finance career
CVs should demonstrate a genuine interest in the financial world as well as at least 12 months previous financial administration experience within the Financial Services industry.

URGENT: Interviewing now

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