Pensions Specialist

Were excited to be recruiting for a new Pensions Specialist role with one of the UKs leading wealth management organisations, based in either their Bristol or Cirencester offices . This hybrid opportunity offers a brilliant blend of technical challenge, stakeholder interaction, and career development.

About the Role :

Joining a supportive team of around 15 people and reporting to the Helpline Support Manager, youll provide technical pensions advice and guidance to internal stakeholders via Live Chat, email, and phone supporting queries around the advice framework and delivering excellent service within agreed service levels.

Youll also support continuous improvement and knowledge sharing across the business by :

Resolving technical and advice queries quickly and accurately

Leading improvements to tools and systems that help colleagues work more efficiently

Delivering tailored presentations to new and existing stakeholders

Providing in-depth support on complex queries via a dedicated consultation service

Acting as a subject matter expert on internal projects

Contributing to training delivery and drafting technical content

About You :

Were looking for someone with strong pensions expertise and excellent communication skills. Ideally, youll be :

Level 4 Diploma qualified (with a willingness to work towards Level 6)

Experienced in applying financial planning knowledge in a practical setting

Confident handling technical queries and explaining complex concepts clearly

Skilled in analysing queries and tailoring responses appropriately

A team player, confident leading training and sharing best practices

Knowledge of financial services products and advice frameworks would be beneficial.

Whats in it for You?

This company offers an outstanding benefits package , including :

Competitive salary

Up to 25% annual bonus

10% non-contributory pension (rising with service), with additional matching

10x life assurance , PHI , and critical illness cover

Private medical & dental insurance

28 days holiday + bank holidays , with the option to buy more

6 months fully paid maternity / paternity leave

Free on-site parking

Ongoing professional development and hybrid working flexibility

Hours : MondayFriday, 9am5pm

Location : Bristol or Cirencester (2 days per week in the office)

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