Pensions Technical Consultant - Birmingham, United Kingdom - Wesleyan

Wesleyan

Verified Company

Birmingham, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Role Summary:

Permanent Role
Birmingham Based; hybrid working; currently 1 day per week in the office

Who are We?

We specialise in providing financial services to some of the nation's most trusted professions: GPs, hospital doctors, dentists and teachers, and have been doing this since 1841.

Our customers are extraordinary - the people who shape the world we live in for the better. We chose to shape our world around the exceptional.

We currently employ around 1400 people, and our success comes from a history of evolving to embrace new challenges.

Transformation is key to how we work, so no matter what your job title might be, if you are someone who can help us shape the future, you'll fit right in and have a voice here.

We are proud supporters of the ABI Making Flexible Work campaign which means we are open to discuss flexible working, job shares and part time options.

We also support hybrid ways of working, where you can split your week working from home and the office.

Your Role:

You will be supporting our Specialist Financial Advisers by answering queries, helping formulate the client solution including how to document this in a compliant client file and completing calculations to support the provision of accurate financial advice.

The role will require you to update and approve technical factsheets, marketing material, sales documentation and training materials as well as support with the ongoing maintenance and development of a suite of calculators used in the advice process.

What you'll be doing:

Support the business by providing technical sign off on advice related to Financial Promotions, Presentation material, Website material, Training and Relevant complaints calculations
Managing technical queries from financial advisers and wider business
Maintaining in depth knowledge of taxation, regulation, products and core clients pension schemes so queries can be resolved efficiently
Guiding Financial Advisers in determining correct advice and creating a compliant client file
Provision of a support function to Financial Adviser queries and calculations
Completion of unusual and technically complex calculations which can't be supported by our calculation engines
Review and sign off for calculations completed by less experienced and knowledgeable colleagues
Provide a quality assurance function for calculations completed by Financial Advisers, Paraplanning and the wider teams
Support with the design and documentation of calculations including those integrated into CRM/POS, Third Party developed and inhouse standalone
Engage with developers including third party developers (such as CTC and EValue) to ensure enhancements to calculators are completed accurately and cost effectively
Test changes to calculators to ensure they maintain accuracy and currency

We know the best teams are made up of inclusive groups of diverse people where everyone's contribution counts, and we believe everyone has the right to proudly be themselves.

We're building a culture where difference is actively encouraged and simply recruit the best people for the job irrespective of lifestyle, life history and life choices.

We understand that there are a wide range of reasons that you may require reasonable adjustments to the recruitment process

We're looking for:

Qualified to Diploma in Regulated Financial Planning or equivalent
Good understanding of financial products, legislation, taxation and regulations
Knowledge of defined benefits pension schemes and the NHS pension scheme and teachers pension schemes
Demonstrable record in building effective relationships
Strong Excel skills allowing creation of spreadsheets to complete clients personalised calculations
Excellent numeracy skills and comfortable making complex and timeconsuming calculations based on individuals' circumstances
Ability to communicate effectively with colleagues at all levels of the business
Able to work well as part of a team and accept a shared responsibility for colleagues' workloads, to ensure that workload imbalances are managed effectively and do not impact negatively on customer service
To be flexible and prepared to support other teams within the department with activities such as case checking and paraplanning when need arises
The ability to work independently and be self motivated

The financials on offer:

Annual salary of circa £40,000 per annum (dependent on experience), reviewed annually
Annual Performance based Bonus
A great pension scheme company matched plus 2% (up to 10%).

When you're working in the office, we're based on Colmore Circus Queensway in Birmingham