Consultant – Member Advice Team

Home Life at Premier Careers Consultant – Member Advice Team

About the role

A desk based role designed to advise individual clients of PWP. The majority of new enquiries will come from our Gateway to Retirement desk based advice service.
The role will have primary focus on advising clients who will then require on-going management to ensure their financial plans remain on course and appropriate to meet the client objectives.
The role is to act as adviser, advising and managing the affairs of a number of clients who require retirement planning and making referrals onto our PWP consultant if the clients have holistic planning requirements.
The role will also require the Consultant to be a contact point for individual clients (and prospective clients) when Premier are appointed to large scale projects or when appointed by Corporate or Trustee Clients, to advise their employees / members.
This role is ideally suited to a Consultant who has the relevant qualifications to meet FCA advisory requirements and who is either looking to be an office based consultant and/or who is looking to progress into a full advisory role in later years.

Essential

  • R01 to R06 (inclusive).
  • A recognised CII pension qualification (i.e. AF7) or the intention to study for it.
  • Good IT based experience, including MS Word, Excel and PowerPoint.
  • Use of Intelligent Office CRM system.
  • Use of research tools including Selectapension and other research tools available from the internet and via providers.
  • Use of report writing technology or previous report writing skills.
  • The ability to think objectively and without external influence, making important decisions that positively impact on client financial decisions.
  • Ability to manage stakeholders at various internally and externally with good communication skills.
  • Excellent organisational skills.
  • Organised and thorough, with great attention to detail.
  • Good influencing skills.
  • Good negotiating skills.
  • Commercial awareness and sound judgement.
  • A good level of knowledge and a willingness to learn.
  • At least 3 years of experience in pensions.
  • Understanding of Defined Benefit transfers and Pension Freedoms.
  • Good knowledge of financial planning process, including client fact finding and understanding of financial products and when to use these.
  • Good knowledge of the investment markets.

Desirable

  • CF30 (i.e. regulated advisor) or an ability to demonstrate an aim of becoming CF30.

Main responsibilities

1. Identifying new business opportunities from our helpline as and when appropriate; and to manage the income generated by servicing these clients.
2. To maintain the client relationship, demonstrating adequate servicing to justify our ongoing client remuneration once the retirement planning advice has been given.
3. Regular servicing of clients to ensure financial plan is on target to meet their financial needs.
4. To provide additional support in large scale projects (e.g. Pension Transfer exercises where high levels of member engagement is undertaken).
5. To act as a point of contact for certain Corporate Client or Trustee Client relationships, where employees or members have access to our Gateway to Retirement services.

External and Internal Communications:

To build and maintain strong working relationships with employees and line managers.
To work with the management team of PWP, including the Head of Compliance, in order to maintain high standards of compliance and controlling of risk.

Salary and benefits

  • Depending on experience.
  • Group personal pension plan.
  • 25 days holiday.
  • Flexible working.
  • Regular company social events.
  • An excellent company culture and a fantastic approach to employee wellbeing and engagement.
Apply now