Pension Transfer Specialist

£35,000 per annum
11 Aug 2017
18 Aug 2017
Contract Type
Full Time

Our client, a financial planning business are seeking a pension transfer professional to join their team in Wolverhampton.

Role and Responsibilities:

  • Ensure all pension transfer, conversion and opt-out cases are reviewed before any recommendations are given to the client
  • Ensure up to date and accurate records of pension transfer, conversion and opt-outs reviewed by the firm are kept
  • Assist with the training and coaching of the paraplanning team with respect to pension transfers
  • Assist the Paraplanning Manager to ensure that any outstanding compliance checks are followed up
  • Contribute towards the preparation of client financial plans and suitability reports

Skills and Experience:

  • Must have either G60 or AF3
  • Strong pensions background
  • Level 4 diploma in financial planning
  • Strong understanding of the FCA's rules and compliance for the support undertaken

If you feel you have the appropriate skills and experience for this role then please apply now.