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Pension Switching Specialist

Pension Switching Specialist

Posted 7 August by Candidate Source Ltd
Easy Apply Ended
One of the UK's leading providers of skilled technical resource supporting the regulatory environment are offering fantastic opportunities within the financial services industry for a multi-national client In Bristol. The role of Pension Switching Reviewer will be working on a major project for a large UK organisation and offers excellent opportunities to progress within a growing project.

As a Pension Switching Specialist, you will:

- Review Scheme Information and assess suitability of advice
- Review the fact-find, TVAS and risk profile of the client
- Decide whether a transfer is in the client’s best interest
- Review the IFA’s recommendation in line with the client risk profile
- Request a Suitability Report from our outsourced Paraplanner
- Review the Suitability Report before sending to the IFA and Client

To be a successful Pension Switching Specialist you will have the following skills and experience:

- Must have G60, AF3, AF7 or AwPETR
- Strong knowledge of defined benefit pension and the regulations surrounding them
- Must have recent experience in advising on defined benefit pension transfers
- Extremely professional, well presented and motivated with a strong work ethic
- Flexible and dedicated with the desire to succeed at all costs
- Must be able to travel to Bristol for this role
- Required to complete a Criminal Records Bureau check for this project
- Required to undertake a full credit check report

In return, a Pension Switching Specialist will receive a salary of £325 per day on a 3-4 month initial contract.

Candidate Source Ltd is an advertising agency and the details sent in your application will be passed to a third party responsible for processing the application. This will include holding and sharing your personal data and our legal basis for this is legitimate interest subject to your declared interest in a job. Our privacy policy can be found on our website and we can be contacted to inform you of the third partys details should you wish.

Reference: 35818632

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