Pension Transfer Specialist

Pension Transfer Specialist – Bristol
The Role : Pension Transfer Specialist (supporting the Financial Advice Team)
Location : Bristol
Salary : You will not be disappointed

We have an excellent opportunity to join a new client advice team within a well established Blue Chip client. The team primarily focus on pensions and retirement planning and this role is integral to their success, as the successful candidate will be providing technical support, guidance and analysis for pension transfers and switching.

You will write produce and develop advice guidance and sales process in relation to pension transfers and associated areas of advice and will assist in the maintenance of the integrity of the process to deliver the required customer outcomes.

This is an ideal opportunity to become a specialist in this field within an organisation that will develop and nurture your skills and talents.

– Competitive Salary + Bonus
– Generous defined contribution pension scheme
– Minimum holiday allowance of 25 days plus bank holidays and the option to buy / sell up to 5 additional days
– Life Insurance 8 x basic salary

What The Company’s Employees Say:

“ I have worked here for 11 years, in that time I have gained many skills as well as training and knowledge. I have learned a lot about myself and how far I can go in my career. I got on well with most employees here, it was like a family. “

“ Great benefits, fantastic opportunities and talented people who really care about their customers. Best job ever as I had with so many chances to shine with positive role models who took delight in seeing me succeed and do a good job.”

– QCF level 4 and RDR compliant. Relevant pension and investment modules must be held
– Hold a relevant pension transfer specialist qualification in-line with FCA requirements
– Detailed up to date knowledge of Defined Benefit (DB Transfer) Market
– A deep understanding of the appropriate FCA guidance and thematic reviews with the ability to implement and embed the guidelines
– Use of TVAS, Switching and Critical Yield system and tools
– Previous in depth experience of pension transfers and pension switching
– Up to date, relevant CPD, pension transfer regulation and best practice
– Excellent knowledge of customer’s needs, the sales processing and purchasing journeys, advice suitability and the regulatory environment

Job Summary

Job Title Pension Transfer Specialist
Job Type Permanent
Salary £45k
Last Updated 14/03/2018
Reference SL48744*
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