Pension Transfer Specialist
Asset Recruit
Apply to this job- Provide strategic advice across a variety of financial products and services (Pensions, Investments & Savings, Protection)
- Assess client’s financial circumstances, understand their needs and develop a comprehensive financial plan
- Make recommendations to clients that meet their goals and ambitions
- Cultivate the client base and build relationships
- Keep abreast of new industry developments and research the market to ensure that knowledge is current
- Keep up to date with financial products and legislation and comply with all industry rules and regulations
Please go to the Asset Recruit website to view all our current job opportunities. Should your application be successful we will contact you to discuss the role in more detail within 2 working days of receiving your application. In the event your application is unsuccessful, the information supplied may still be used in connection with future job opportunities. Due to the large number of applications we receive, should you not hear from us within one week then please assume your application has been unsuccessful however we may contact you regarding other roles in the future.
Summary
Provide financial advice on pensions, investments, and protection, develop financial plans, and build client relationships.
Job title
Pension Transfer Specialist
Experience level
3+ years
Industry
financial services
Location requirements
Salford, Lancashire, gb, on-site; remote not specified
Salary
Not specified
Management role
No
Required skills
Preferred skills
Specializations
Structured locations inferred from the posting.
Salford, UK