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Financial Advisor - Pensions
Your duties will include: *Advising employees on the group pension schemes that are available to them *Preparing information in advance and arranging meetings with employers to advise companies on the pensions needs of their employees; *Explaining complex information to clients to make them aware of their options and to help them assess the relative merits of different schemes; *Keeping up to date with developments in pensions legislation; *Analysing and interpreting complex financial information and making reasoned decisions based on a range of data; *Keeping clients regularly updated about their pensions and investment products; *Liaising with existing scheme members to gain additional information, carry out a review of provision and recommend alterations as appropriate; Deal with renewals *Working as part of a team in a sales-driven environment, *Seeking further contacts for additional business; *Performing complex calculations, such as transfer values and fund valuations, with attention to detail...View full job description
From CV Library
- 13 Feb 2012
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