Ready to Take the Next Step in Your Pensions Career?
Perhaps you've spent the last few years working in pensions, SIPP administration, sales support or wealth management.
You've built strong technical knowledge.
You understand pensions.
You know the retirement market.
But you're ready for more.
This opportunity offers the chance to move beyond processing, administration and support work into a client-facing retirement guidance role where you'll help people understand their options and make informed decisions about their future.
A role with real progression
You'll work directly with investors at all stages of their retirement journey, helping them understand:
- Their pension options
- Retirement income choices
- Drawdown
- Pension consolidation
- The decisions they need to consider before accessing their pension
This is not a financial advice role.
Instead, you'll learn how to guide, educate and coach individuals through some of the most important financial decisions they will ever make.
You'll combine your existing pensions knowledge with new skills in client communication, retirement guidance and investor coaching.
Why people are interested in this opportunity
Many pensions professionals reach a point where they feel stuck between administration and advice.
This role provides a genuine opportunity to broaden your experience, develop new skills and build a career within a growing retirement function.
For the right individuals, there will be opportunities to contribute to new retirement services as they develop and take on increasing levels of responsibility over time.
We'd love to hear from you if you currently work in:
SIPP Administration
- Pensions Administration
- Pension Operations
- Wealth Management Support
- IFA Administration
- Financial Planning Support
- Sales Support
- Retirement Services
You don't need to be an adviser.
You don't need to be chartered.
You do need a strong understanding of pensions, a desire to learn and the ability to build trust with clients.
Most importantly, you'll be excited by the prospect of moving from supporting retirement conversations to leading them.
Location
Manchester (Hybrid Working – 3 days per week in the office)
This position is a permanent one (not a contract)
Zatori Talent Source are the partner of choice for the employer
Pay: £35,000.00-£53,000.00 per year
Benefits:
- Company events
- Company pension
- Cycle to work scheme
- Life insurance
- Paid volunteer time
- Private dental insurance
- Private medical insurance
- Referral programme
- Sick pay
- Work from home
Application question(s):
- What is your current salary?
- Are you willing to attend their Manchester office 3 days per week?
Experience:
- SIPP Pensions: 2 years (required)
Work authorisation:
- United Kingdom (required)
Work Location: Hybrid remote in Manchester
