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Pension Transfer Specialist, Manchester (BP-1398)

£40000 - £50000 + Quarterly Bonuses + Benefits

Our client is looking for an experienced Pension Transfer Specialist to join their team in Manchester. 

The firm is dedicated to providing expert pension advice to a wide range of clients. In this complex area of financial planning, the company are looking for a pensions transfer specialist to join the team. In return, you will receive a competitive basic salary, quarterly bonuses and employee benefits.
Duties and Responsibilities:
  • Liaise with colleagues to obtain the required information on the client’s past and present pensions arrangements to enable a full analysis of the clients’ pensions needs to be carried out
  • Assess the comparative merits of Safeguarded, fixed or guaranteed benefits provided by an occupational scheme or individual pension scheme, against an individual pension scheme (including a self-invested personal pension scheme) providing uncertain benefits
  • Use appropriate analytical systems and relevant data to assess such comparisons in a precise, measurable manner
  • Construct appropriate solutions to the principles of suitability and best advice, produce a report(s) including statistical data which clearly supports the recommendations made
  • Support all advice by appropriate documentation as deemed necessary by the FCA and as documented in the firm’s procedures
  • Proactively develop and maintain external relationships with Introducers and other professional parties who refer business to the firm
  • Develop and maintain internal relationships to help maintain business flow and meet agreed targets 
  • Ensure all associated administration is completed in a timely and effective manner to meet the firm’s record-keeping and file quality requirements
  • Take ownership of designated cases to closure or escalation, to achieve quantity/quality objectives in line with service standards
  • Ensure that the firm’s high standards of client care are met by demonstrating competence in all stages of the pensions transfer process, operating at all times in a manner which befits an Approved Person and complying with the FCA Statements of Principles and the firm’s documented Performance Measures/Standards
  • Monitor expiry dates and prioritises work
  • Provide weekly updates to line manager relating to output, quality concerns and other Management Information as required
  • Learn from quality review feedback and rework where appropriate to improve customer experience
  • Keep up to date with training and supervision requirements according to competence as set out in the T&C Scheme
  • Act with integrity and professionalism; paying regard to the interests of our customers (treating them fairly); and being open and co-operative
About you:
This is a regulated role where you must hold one of the following Approved Examinations:
  • Fellow or Associate of the Faculty or Institute of Actuaries
  • Fellow or Associate by examination of the Pensions Management Institute
  • Fellow or Associate (including three pensions-related subjects) of the Chartered Insurance Institute
  • Passed G60 / AF3   paper of the Advanced Financial Planning Diploma of the Chartered Insurance Institute
  • Passed the Pensions paper of the Professional Investment Certificate of the Chartered Institute of Bankers/Institute of Financial Services.
In addition, you will need:
  • At least 2 years’ industry experience, two of which must have been in a pension-related field
  • Excellent analytical skills and prefer to work in a structured, planned manner
Employment type: 
Employed (Full Time)
Reference Number: