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|Sectors||Pensions & Employee Benefits
UK & Regional
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:
Diploma in Financial Services
AF3 / G60 Qualification in Pension Planning
Relevant experience within the Financial services sector
Advanced Diploma in Financial Services or above.
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