Pension Transfer Specialist

Posted 12 January by Recruit UK

Job Title: Pension Transfer Specialist

Industry: Financial Services

Location: UK Wide

Salary: £55,000

Job ref: 15892

Job Description: Pension Transfer Specialist

Recruit UK are working on an excellent opportunity for a Home-Based Pension Transfer Specialist Adviser near Manchester to join a Pension Advice firm. They offer their high net worth clients a quality advice service. They are experienced, Pension Transfer Advice Specialists providing a pension transfer advice service for a large existing bank of UK and International IFAs. This is an FCA regulated role and all their fees are non-contingent.

They are actively seeking a home-based Pension Transfer Specialist (PTS) with occasional travel to the office, to provide advice to their Pension Transfer clients. You will work closely alongside their Technical Advice Manager and existing team of PTS and will be encouraged to discuss cases to ensure the right outcome for the client. This is not a data gathering or admin based role, nor is it a sales role. You will have the full support of their internal admin, paraplanning and compliance functions

What’s in it for you: Pension Transfer Specialist

  • Competitive Salary (up to £55,000)
  • Discretionary bonus
  • 25 days holiday plus public holidays
  • Private Medical Insurance (PMI) after 6 months
  • NEST pension
  • Full Study Support

Skills and experience required: Pension Transfer Specialist

  • Level Diploma Qualified
  • Must hold AF3 or AF7 Qualification
  • Strong knowledge of Defined Benefit pensions and the regulations surrounding them
  • Must have recent experience in advising on Defined Benefit pension transfers
  • Experience dealing with QROPS (desirable, but not essential)
  • Experience with Selectapension and Cashcalc (desirable, but not essential)
  • Experience with Intelligent Office (desirable, but not essential)

Required skills

  • Advice
  • Advising
  • Defined Benefit
  • Pensions
  • PTS

Application questions

Level 4 Diploma qualified?
AF3 or AF7 Qualification?
Must have recent experience in advising on Defined Benefit pension transfers?

Reference: 45365663

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