Pensions Transfer Specialist
Job Title: Pensions Transfer Specialist
Salary: Industry Leading Remuneration Package
A leading national financial services firm who specialise in providing bespoke advice in particular related to pension and retirement planning are seeking a Pensions Transfer Specialist. They have a strong reputation and offer a fantastic service to their national clientbase, whilst ensuring their employees are well looked after and are provided industry best remuneration packages.
This is a fantastic opportunity for a technical professional who is looking to apply their knowledge within an IFA firm and add value to a business, bolstering their comprehensive pensions technical knowledge. There will be a mix of case types with a bias towards complex pension cases and you will be one of the more senior paraplanners within the office team providing tailored financial planning solutions.
Duties and Responsibilities:
- Ascertain that procedures followed by the company are Compliant and follow the guidelines set out by the FCA Process and deliver Suitability reports for IFA’s
- Provide recommendations to clients on Investments and Pensions based on your own research and to be able to support these recommendations with a coherent explanation Work effectively autonomously or as part of a team
- Respond efficiently and effectively to requests from Company advisers and Management Assist in analytic work, including cash flow forecasting and investment analysis
- Use of financial planning software tools
- Develop productive working relationships with colleagues and clients
- Previous experience providing technical support within an IFA practice environment
- Level 4 Diploma Qualified and preferably a desire to work towards Chartered Status.
- AF3, AF7 or G60 would be advantageous.
- Good technical knowledge of Pensions, Investments and experience in the application of the rules of the FCA
IFA Administrator, Financial planning assistant, trainee paraplanner, junior paraplanner, private client administrator, IFA assistant