Technical Pensions Analyst

  • Shortlist
Location London
Salary £40,000 - £45,000 Per Annum
Type Permanent
Consultant Edward Holdaway
Ref 48139

A well-established firm who are specialise in wealth management and private banking. They advise across a range of products and cases and have a modern and forward-thinking outlook on the financial services sector.

The Role

This is a fantastic opportunity for a technical professional who is looking to apply their knowledge within a financial planning firm and add value to a business within the centre of London. There will be a mix of case types with a bias towards complex pension cases and you will be one of the analysts within the team providing tailored financial wealth management 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 technical support and guidance on all relevant pension matters for both Pensions Administration and Wealth Planning.
  • Respond efficiently and effectively to requests from Company advisers and Management Assist in analytic work, including cash flow forecasting and investment analysis
  • Contribute to the Pensions Technical Forum by preparing meeting papers, taking minutes, monitoring specific cases and providing technical input to proposed solutions.


  • Previous experience providing technical support within a financial services environment is desirable
  • Level 4 Diploma Qualified and preferably a desire to work towards Chartered Status.
  • AF3, AF7, AF8 or G60 would be advantageous.
  • Good technical knowledge of Pensions, Investments and experience in the application of the rules of the FCA

Job Synonyms:                 

PTS, pensions transfer specialist, pensions analyst, paraplanner, pensions analyst, wealth management analyst