Pension Consultant recruitment

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Key responsibilities

• Develops excellent relationships with client portfolio and understand their needs and objectives;

• Ensures regular contact with all of the clients within the portfolio;

• Maintains and develops a breadth of knowledge about all the services offered by the business;

• Possess excellent communication skills and therefore the ability to articulate effectively propositions on behalf of your practice area;

• Works as part of an MDT, ensuring effective communication between clients and the client servicing team(s);

• Maintains a client focus and concern for quality, which manifests itself in a high degree of client satisfaction and client/ business retention;

• Ensures all client meetings are undertaken on time and to a high standard, prepares agendas, meeting notes and appropriate action points followed up;

• Ensures that clients are run in accordance with the client agreement;

• Keeps up to date with legislation, market trends and best practice;

• Produces timely and accurate reports, written to a high standard and in accordance with brand guidelines;

• Assists the MDT in achieving its objectives;

• Undertakes other tasks or specific project work as necessary;

• Undertakes and records sufficient professional development for the role;

• Acts, at all times, in a professional and compliant manner and in accordance with company policy and procedures;

• Cultivates a culture of compliance and risk awareness focusing on the principles of Treating Customers Fairly;

• Actively participates in the company’s performance management process. Agrees personal objectives and goals with Line Manager / Appraiser and makes every effort to satisfy these objectives within the specified time frames;

• Develops an understanding of the client needs, treating them fairly at all times;

• Commits to equal treatment of all staff / colleagues and treat everyone fairly;

• Engender the Group’s brand values (in touch, attentive, fresh, independent, expert) within the multi disciplined team.