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.