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They have an exciting opportunity to take on a Pensions specialist to provide technical pension support to the Pension Transfer Specialist and Paraplanners who advise private individuals in relation to investments, pension funding, pension consolidation and retirement income options.
You will undertake analysis and review of transferring pension schemes, income drawdown and phased retirement plans, identify outstanding pension information as required and ensure all client information and facts are up to date for analysis review to be undertaken. As this position will see you liaising with advisers, pension scheme providers and clients, it is essential that you have exceptional communication skills.
The successful candidate will ideally have a comprehensive knowledge of all areas of Financial Advice, specifically around pensions and investments. It is preferable that you are fully Diploma qualified, with G60 and/or AF3 (or equivalent). You will need to have experience in assessing pension transfer advice (utilising TVAS reports as necessary) and assessing opt-out advice (resulting from LTA issues).
It is essential that you have a good attention to detail, strong work ethic and be accurate and numerate. You will be comfortable working to deadlines and using initiative when working alone or as part of a team. Experience and Knowledge in Microsoft office is essential.
In return, my client is offering a generous salary, performance based discretionary bonus, and a comprehensive benefits package, which includes private medical care, and a childcare voucher scheme.

To find out more about this role, please contact This email address is being protected from spambots. You need JavaScript enabled to view it. quoting Sipps Professional and reference 1869.