We are seeking an experienced Financial Services Professional to join our team. This role offers a unique opportunity to gain hands-on experience in more technical areas of financial planning and structured products. "> * Prepare and submit applications for life cover, income protection, pensions, and investment structures * Liaise with life companies, product providers and self-administered pension trustees * Manage the end-to-end client onboarding process, including compliance and pipeline tracking * Maintain and update client records and workflows in the CRM system The ideal candidate will possess strong knowledge of pension and protection products, as well as experience with self-directed pensions. They will also have excellent interpersonal and communication skills, both written and verbal. "> This is an ideal platform for career progression toward a Sales/Advisory role. We offer a supportive work environment and opportunities for professional development. "> The successful individual will be responsible for: