Jobs and careers within Pensions
Nelson Scott recruit on behalf of a number of Pension Consultancies.
There is a wide range of functions within pensions – from analytical, to sales and advisory roles in both the creation and development of schemes.
Pensions careers involve a wide range of tasks that must be in line with pensions legislation. Experience of Defined Benefit (DB), Defined Contribution (DC), schemes including leavers, retirements, deaths, transfers in, transfers out, monthly processing and investment, benefit statements, renewals and pension increases will be found throughout most roles in pensions.
Pensions administrators must also handle complex pensions queries and pensions consultative advice, check work including calculations, and complete report and data updates. They will also liaise with trustees and relevant government departments and other third parties.
Pensions professionals should possess analytical, IT and interpersonal skills as many roles will involve conveying complex information. Professional development is certified by the PMI and includes the CPC, QPA, DPC, RPC and APMI.
Chartered Wealth Planner
To provide financial planning services to new and existing clients
Deliver technically excellent financial planning advice to clients using the Wealth Planning processes
Proactively working with the Investment Managers to identify new Wealth Planning opportunities for existing clients
Develop new client relationships
Conduct the above in a compliant manner in line with the rules set out by the firm and the regulator
Work effectively with other members of the team (Paraplanner and Administrator) to work as efficiently as possible, delivering an outstanding client service and providing learning opportunities for junior members of the team