An exciting opportunity has arisen for an experienced Pensions Consultant to join a fast-growing and well-backed Financial Services group. This business is undergoing a period of strategic growth, having made several key acquisitions across the UK financial services sector. The firm provides a comprehensive range of wealth management, pensions and employee benefit solutions to both corporate and individual clients across the country. As part of a specialist pensions team, the successful candidate will provide tailored, regulated advice to members of group pension schemes. The role offers autonomy and flexibility, with hybrid working and full control of diary management. The position is based out of the company’s Bristol office, with travel as required.
The position will involve close collaboration with financial advisers and corporate consultants to generate and follow up on client leads, ensuring opportunities are maximised. Provide regulated pension and transfer advice to both new and existing group pension members
Conduct site visits and remote presentations to pension scheme members
Contribute towards team objectives and engage with internal projects
Support and represent the business at training sessions, meetings, and industry events
Diploma in Financial Planning (or equivalent qualification)
Strong technical knowledge of pension arrangements and group schemes
Proficient in Microsoft Office applications and CRM/database systems
This is an excellent opportunity to join a market leading financial services organisation offering strong long-term prospects. You will be part of a growing business with significant potential for career progression and development.