Compliance (Pensions specific)
Competitive Salary and Superb Benefits package
North Bristol with parking
Superb organisation that genuinely value their staff. Market leader in their field.
This role will be responsible for pre-approving and case checking defined benefit pensions and pension transfer business submitted by our Senior Financial Advisors and Large Business Units. The successful candidate will need to be Diploma qualified and hold their AF3 or G60 qualifications as a minimum.
To review files as detailed above
Provide technical support to in relation to the correct documentation for all case types.
Advise internal teams of any issues raised from file checking to enable feedback.
To act as a point of contact for enquiries, including providing technical support when required
Deliver projects as required
Attend regular meetings where necessary to ensure a consistent approach on all areas of Support reviewing and discuss areas where improvements/changes can be made
Ensure that acceptable and consistent level of service standards are maintained
To assist with training of new members of team where necessary
Continue Professional Development by way of external exams, internal training and home study
Point of Contact relationships - Deal with special cases where "care" required with particular Clients.
Required Technical Knowledge & Qualifications:
Experience / background within Defined Benefit Pensions
Required to hold QCF Level 4 qualification e.g. the CII Diploma in Regulated Financial Planning and hold their AF3 or G60 qualifications as a minimum.
Methodical and organised approach
Ability to prioritise workload
Ability to work under pressure and meet deadlines
Ability to work independently and as part of a team
Ability to respond and adapt to changes in procedures as and when necessary
PC Literate - including Excel, Word, Outlook etc.
Performance Bonus, non-contributory Pension 10% of base salary rising to 12.5% then 15% following length of service Holiday entitlement 25 days rising to 30 days, Life cover equivalent to six times base salary, Critical Illness for individual and immediate family, Medical Insurance BUPA, Additional benefits include; SAYE Share Options, Salary & Pension Contribution payable in the first 12 months of illness, Eye-Tests, Refreshments, Childcare Vouchers, Season Ticket Loans to name a few!
The hours: Monday to Friday 9am - 5pm
The location: North Bristol