Pensions Investment Specialist

Yolk Recruitment
Cardiff, UK
Closing date
8 Oct 2020

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Pensions Investment Specialist

My client, a leading Financial Services company based in Cardiff are currently looking to recruit a Pensions Specialist into their existing team. This is an exciting opportunity to join a well-established company.

This is what you'll be doing
  • Answer any questions with regards to investment-related issues
  • Analyse, project manager and own complex investment transaction process and tasks, fully resolving and responding to customer enquiries
  • Apply detailed knowledge of all funds pricing and mapping across different platforms and products
  • Use knowledge of investment switching, blended funds, and lifestyle profiles to reduce profile and loss actions
  • Fully understand regulatory and product requirements to provide guidance to your team
  • Problem solve and identify trends
  • Communicate with internal departments to manage stakeholders and peers sharing best practice

The experience you'll bring to the team
  • Previous pensions and financial services experience is essential
  • Take ownership of complaints resolutions and investigate issues quickly
  • Understand regulatory requirements and knowledge of FCA guidelines
  • Excellent communication skills with efficient time management
  • Show leadership skills with decision-making tendencies

And this is what you'll get in return
  • Salary up to £35,000 depending on experience
  • Annual Bonus
  • Share Options
  • Private Healthcare
  • Excellent Pension
  • A range of flexible benefits

Are you up to the challenge?

If you believe that you have the skills and experience for the role - then please get in touch. We also offer a referral scheme for any candidates whose details are passed to us that we successfully place. If you have any further questions then please contact Emma Harries on 02921 673734

Yolk Recruitment Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Yolk Recruitment Limited is committed to equal opportunity and diversity. Suitable candidates with equivalent qualifications and more or less experience can apply. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at'
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