Apply for the latest Pension Transfer Specialist Jobs in SK10, Macclesfield, Cheshire East in Accounting/Financial/Insurance in United Kingdom.
Job Description
A leading 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 client base, whilst ensuring their employees are well looked after.
The Role
This is a fantastic opportunity for a technical professional who is looking to apply their knowledge. There is no requirement for the incoming advisor to have a client bank as the firm are generating a reasonable level of introductions. You would be working with 2 of the most qualified and experienced advisors in the market who have outstanding technical knowledge. Our client are looking for a candidate who is motivated by wishing to do the right thing for the client and there is no pressure to recommend transfer for the benefit of the company.
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 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
Benefits
* company pension
* remote working – 1 day in office per month
* 25 days holiday + bank holidays
Skills Required
* Diploma Qualified (Advanced Diploma / Chartered Status Preferred)
* Strong knowledge of Defined Benefit pensions and the regulations surrounding them
* Must have recent experience in advising on Defined Benefit pension transfers
What's next?
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Job Synonyms: Pension Transfer Specialist, Financial Adviser, Financial Advisor, Financial Planner
Salary: £50000/annum
Job type: Permanent, Full Time
Category: Accounting/Financial/Insurance
City/Town: Macclesfield
County: Cheshire
Country: United Kingdom
Benefits:
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