Pensions Technical Support Advisor
Superb organisation that genuine value their staff. Market leader in their field.
As part of a thriving team you will provide technical, best advice and general support in relation to the products and services offered by the business, in particular around pensions and retirement planning. This will be predominantly to members of the organisation and will be phone based or via email. You may also help create and review technical and marketing literature, as well as offer technical support to our Partners in person. You will also be expected to develop the knowledge and skills of other members of the team, whilst ensuring that your own knowledge remains up to date.
Must be Level 4 Diploma in Financial Planning (or equivalent)
Strong pensions knowledge and experience
Experience of pre-retirement planning and the tax treatment of various products and at retirement planning and the tax treatment of various products
Excellent telephone manner and written communication skills
Strong analytical and technical skills, the ability to manage their own workload to ensure deadlines are met
A good team player
Strong work ethic and sense of personal responsibility
Be working towards a higher level of qualification, such as Level 6 Advanced Diploma in Financial Planning (or equivalent)
Experience of: State pension provision and Historical pension legislation
Experience of presenting to and training large groups on technical topics
Experience of writing technical literature
Performance Bonus, non-contributory Pension 10% of base salary rising to 12.5% then 15% following length of service Holiday entitlement 25 days rising to 30 days, Life cover equivalent to six times base salary, Critical Illness for individual and immediate family, Medical Insurance BUPA, Additional benefits include; SAYE Share Options, Salary & Pension Contribution payable in the first 12 months of illness, Eye-Tests, Refreshments, Childcare Vouchers, Season Ticket Loans to name a few!
Monday to Friday 9am – 5pm
North Bristol or Gloucestershire
c£31,000 + Annual Bonus & Superb Benefits