Pension Transfer Specialist

Pension Transfer Specialist £60,000 + benefits

• To provide quality pension transfer advice to members with defined benefit or defined contribution arrangements.
• Referrals will either be from bulk projects being undertaken by clients, or will be as part of embedded BAU processes called the Pension Decision Service
• As required you will be responsible for liaising with any other relevant team including the T & C Team in terms of authorisation and competency, the administration manager and team in terms of workflow

Main Responsibilities & Accountabilities:

• Responsible for the provision of financial advice to clients around drawing benefits from their associated pension funds.
• To be provide the appropriate advice to each client and charge the relevant fee for this service.
• To maintain client relationship systems and database with accurate recording/ maintenance of the data.
• Responsible for ensuring compliance procedures are adhered to and documented in accordance with the required business processes.
• Responsible for ensuring that the quality of output for all clients is technically correct at all times and meets corporate standards.
• Ensuring competence is attained within the prescribed timescale by undertaking the training programme and additional developmental activities required by the firm.
• Ensuring maintenance of competence by constantly reviewing own training needs and, in conjunction with your Supervisor, addressing those needs in an appropriate and timely manner.

Experience & Education Requirements:

Essential:
Diploma in Financial Services
AF3 / G60 Qualification in Pension Planning
Relevant experience within the Financial services sector

Desirable:
Advanced Diploma in Financial Services or above.