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Job Description

Pension Consultants can either work on behalf of a company to research possible employee pension plans as well as adapting original ones and performing calculations or they may be a personal pension adviser who will give advice to individuals about the best product to suit their needs, they will also ensure that their customers are kept up to date with how their pension is maturing.

Entry Requirements

Employers will usually expect you to have some experience in finance or sales. GCSEs or A levels in English and maths would also be helpful.

You could get into this job through an apprenticeship.

You could also start as a pensions administrator or financial customer service adviser. You could then take qualifications offered by the Pensions Management Institute (PMI), or the Chartered Insurance Institute (CII).

If you have a degree you may be able to join a company's graduate trainee scheme.

Career Path and Progression

With experience, you could specialise in a particular type of pension, become a pensions manager, or move into other types of financial advice.

You could also become a self-employed pensions consultant.

Related careers you may be interested in:

  • Pensions administrator
  • Pensions manager
  • Financial adviser
  • Stockbroker

National Government Policy states that all students should have achieved at least a Grade 4 or C Grade in English & Maths at GCSE.  Achieving this minimum grade in these subjects will increase the opportunities open to you, support your future career development and prospects.

Students who do not meet this standard will be supported to continue to study English and Maths through full-time education or an Apprenticeship.

Required Skills

  • Excellent communication
  • Interpersonal and customer service skills
  • The ability to explain complex information in simple terms
  • Good accuracy and attention to detail
  • Good sales and negotiation skills
  • A keen interest in financial products
  • The ability to analyse and research information and keep up to date with the current market
  • Well organised and able to prioritise workloads
  • Able to meet and exceed set targets

Starting Salary

£18,000 to £26,000

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