Pensions Consultant Requirements, Skills & Qualifications

The following common skills and qualifications are required of a Pensions Consultant:

  • A degree in business management, economics, finance, law, mathematics, statistics.
  • Excellent communication, customer service and interpersonal skills
  • Ability to analyse and research information
  • Ability to explain complex information clearly and simply
  • Strong numerical and IT skills
  • Team working skills
  • Customer service skills
  • Creative approach to problem solving
  • High level of professionalism and personal integrity
  • Interest in financial products, services and markets.
  • Accuracy and attention to detail
  • Organisational skills and the ability to prioritise workloads
  • Drive and motivation to meet targets
  • Time management skills
  • Sales, negotiation and influencing skills

Note that this is not an exhaustive list of Pensions Consultant skill, qualifications and experience. Job requirements for specific Pensions Consultant roles may vary, depending on the industry and type of employer.