Pay Range

Exchange Street Recruitment provided pay range. This range is provided by Exchange Street Recruitment. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base Pay

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Responsibilities

You’ll be responsible for guiding financial planners on all their queries with a focus on pensions/investments. Helping them to understand each case. Helping them explain the facts in a clear way. And come up with solutions to their client’s problem.

In short, you'll become the go-to person for everything pension related. An expert.

Benefits

• Non-contributory pension (10%)
• 28 days leave
• PHI
• Critical Illness
• Life Cover (x10)

It's a hybrid role and you can apply to work remotely after 6 months (although this isn't guaranteed).

Diversity & Inclusion

Diversity isn't just a buzzword. It's not perfect but as a firm they a) recognise that (a good sign) and b) have plans in place to improve it (a very good sign). The percentage of women in leadership positions is on track to be 40% in the next three years. People of colour will account for 12% of their workforce in the same timeframe.

They have partnerships with charities that represent people with disabilities. They work closely with the LGBTQ+ community. And they've allied with a charity that represents people with neurodiversity.

Qualifications

Here’s what you’ll need: You might already be a technical/helpdesk specialist. Or you could be a paraplanner or financial planner who wants to specialise. Either way you'll have a technical foundation to build on. You'll be level 4 qualified. And you'll have the character to advise and sometimes challenge senior advisers.

Ready to become an expert? Click apply.

If you don’t have a CV send us contact details and we will be in touch to answer your questions. Everyone will get a response.

Additional Information

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Finance
• Referrals increase your chances of interviewing at Exchange Street Recruitment by 2x