Financial Planner – High-Tech Sector - Position No. 1703

We are looking for a professional, trustworthy, and driven Financial Planner to join us in building an innovative pension agency focused on the high-tech sector.

Responsibilities

• Proactively identify and engage prospective clients and build relationships with organisations across the high-tech sector.
• Analyse clients' pension and insurance portfolios and provide tailored financial solutions.
• Lead sales and advisory meetings, both in person and virtually.
• Provide ongoing client support and manage follow-up throughout the customer journey.
• Work closely with pension clearing systems and utilise CRM platforms, interfaces, and reporting tools.

Requirements

• Valid Pension Marketing Licence – mandatory (Dual Licence is an advantage).
• Previous experience in financial sales or financial advisory – a significant advantage.
• Previous experience working for a pension arrangement agency – a significant advantage.
• Familiarity with the high-tech industry – a significant advantage.
• Proficiency in digital tools, CRM systems, and financial simulation tools – an advantage.

Personal Skills

• Ability to build trust and develop long-term client relationships.
• Curious mindset with the ability to learn quickly.
• Strong customer service orientation.
• Self-motivated, proactive, and assertive.