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Pension Transfer Specialist

Salary Competitive
Type Permanent
Sector Pensions & Employee Benefits
Job Reference UK02/MAS/27530
Contact Mark Singleton
Date posted 27-11-2017

My client are currently recruiting a Pension Transfer Consultant to join their team in Bristol, Poole or Farnborough. The Pension Transfer Consultant will be primarily responsible for signing off Pension Transfer and Pension Switching Cases, acting as the Consultant on some cases and working with other Advisers to ensure advice is prepared in a compliant manner. Must hold and maintain relevant qualifications to provide advice on all aspects of Pension Transfer and Pension Switching cases (AF3 or equivalent) and ideally RO8.

About the Role

As a Pension Transfer Consultant some of your key responsibilities will involve:

Key Accountabilities

• Act as the Pension Consultant for the Team, signing off DC to DC Transfers , and providing advice on DB to DC Transfers
• Providing retirement advice where appropriate
• Stay up-to-date with current trends in the industry, monitor market developments and identify revenue generation opportunities for existing clients
• Upon identification, report risks to the Operations Director and/or Compliance Director to ensure appropriate risk management activities are implemented
• Ensure working practices are in adherence with ACUK T&C processes and procedures; where necessary provide evidence and information to appropriate parties which demonstrates compliance with regulatory requirements.
• Ensure that any potential E&O cases are addressed in accordance with an appropriate procedure to minimise exposure
• Provide information and updates for regular and adhoc financial statements for the business for regulatory, accounting and other purposes
• Identify and analyse industry trends and developments to establish emerging client needs and business opportunities
• Provide assistance and guidance to Team Members to ensure the all processes and business requirements are dealt with in a compliant and efficient manner
• Develop the content and messages for written client communications issued by the organisation, in conjunction with relevant parties
• Responsible

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Contact Mark about this job

VP, Consultant