Pensions and Investments Consultant

Pensions and Investments Consultant

A Pensions and Investments Consultant with experience developing new business with IFAs and Brokers is required by our Insurance client in Hatfield.

As Pensions and Investments Broker Consultant you will be responsible for upselling and winning new business by delivering tailored presentations and consultancy prospective customers. You will have a strong financial advisory past and solid knowledge of Pensions and Investments.

If you pride yourself on winning new business and have proven experience researching and identifying potential new clients and then preparing and delivering tailored product presentations for prospective customers then please apply.

Required skills

- Client relationship and account management

- New Business Development

- Solid IFA or Brokerage background industry knowledge

- Solid Pensions and Investment experience

Who would suit this role?

This is an excellent role for an experienced Pensions and Investments Consultant looking to develop their career in a successful and rewarding environment.


Our client is an established Insurance provider with a friendly and experienced staff based from offices in Hatfield, Hertfordshire.


Basic salary to £42k plus generous bonuses and perks.


Hatfield, Hertfordshire

Commute from: Hoddesdon / Stevenage / St Albans / Letchworth / Luton / Harlow / Essex

To Apply:

Please send your CV through to Peter Strutt of CV Screen in strict confidence.

CV Screen is the Recruitment Agency managing this vacancy.


- Pensions and Investments Consultant role based in Hatfield

- Presentation and Customer Relationship Management skills

- Solid IFA or Brokerage background industry knowledge

- Solid Pensions and Investment experience

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