Trainee Pension Technical Consultant

at  Wesleyan

WHAT TO KNOW BEFORE APPLYING:


Equal Opportunities: Wesleyan are an equal opportunities employer. 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.
Reasonable Adjustments: We understand that there are a wide range of reasons that you may require reasonable adjustments to the recruitment process- please let us know in your application how we can best support you.
VISA Sponsorship: We are unable to provide VISA sponsorship, and therefore cannot employ anyone who does not have the legal right to live and work in the UK – within our recruitment process you will be asked to provide evidence of your Right to Work.
Advert Closing: We typically advertise for two weeks, though we reserve the right to close adverts early if we receive a high volume of applications; we would therefore recommend an early application if you’d like to be considered for our opportunities.
Regulatory Requirements: Please note this is role is subject to regulatory requirements. As a financial services organisation we are committed to adopting the highest standards and we do this by employing individuals with the appropriate skills, experience and integrity to protect the Wesleyan Group and our customers. Relevant checks and assessments will be carried out during the recruitment process. The nature of the checks will depend on whether the role is subject to the Senior Managers and Certification Regime (SMCR) or the Insurance Distribution Directive Please note a criminal record check and credit check will apply and this role is also subject to ongoing checks in line with the Group SMCR Framework (Fit & Proper Policy).

YOUR ROLE:

We are looking for a Trainee Pensions Technical Consultant to work in our specialise team providing all elements of financial planning incorporating estate and legacy planning, pension planning for both accumulation and access, and other advice needs of our high-net-worth clients. You will be supporting our WFS Specialist Financial Advisers (SFAs) 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 key purpose of the role is to deliver an outstanding level of service to all our customers, and colleagues. You will be handling operational and colleague enquiries, playing a major part in how our customers perceive our service and overall customer experience.
This is a great opportunity for someone to develop their technical payroll knowledge, expand their skills and progress their career into Pensions Administration.

WHAT YOU’LL BE DOING:

With training and support, you will learn 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.
You’ll work towards becoming a technical subject matter expert on all elements of financial planning incorporating estate and legacy planning, pension planning for both accumulation and access, and other advice needs of our high-net-worth clients. You will support our WFS Specialist Financial Advisers (SFAs) 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.