Pension Transfer Specialist
1 week ago
**Position**: Pension Transfer Specialist
**Location**: Liverpool (office-based role)
**Minimum Requirements**:
- At least 2 years' experience as a Pension Transfer Specialist
- Holder of the CII Diploma in Regulated Financial Planning or equivalent
- Certificate in Pension Transfer Advice or equivalent
- Advanced pension related qualifications e.g. G60, AF3 or AF7
**Salary/package**: Up to £70,000; Annual Bonus; Workplace Pension (6% employer, 3% employee), 25 days' annual leave, PMI, study support
**YOUR NEW COMPANY**
Our client is an established, market-leading financial wellbeing and retirement specialist, helping those in the workplace to improve their financial future. The business has futuristic, state-of-the-art offices in Liverpool city centre with a vibrant andsuccessful workforce.
**THE ROLE**
The Pension Transfer Specialist role will be to provide personal recommendations to retail investment clients in respect of pension schemes with safeguarded benefits. The position is office-based and involves working in conjunction with the firm's team offield-based advisers. In addition to advising on pension transfers, the role also involves providing general technical pension support as well as authorising pension switches. The Pension Transfer Specialist's job duties will include:
- Review of transferring pension scheme information, carry out relevant analysis (including completing cash flow modelling to demonstrate sustainability, when relevant) and reviewing risk profiles of clients
- Identify outstanding pension information as required
- Ensure all client information and facts are up to date for analysis to be undertaken
- Provide a personal recommendation in relation to pension transfers
- Prepare client reports in relation to pension transfers, pension switches and retirement income options
- Liaise with Advisers and keep up to date of progress and any outstanding requirements Liaise with ceding pension schemes/providers to obtain pension information as required
- Ensure all paperwork is compliant within company and FCA guidelines
- Provide response to technical queries
- Provide comprehensive support to Advisers
**WHAT YOU'LL NEED**
- At least 2 years' experience as a Pension Transfer Specialist
- Holder of the CII Diploma in Regulated Financial Planning or equivalent
- Certificate in Pension Transfer Advice or equivalent
- Advanced pension related qualifications e.g. G60, AF3 or AF7
**REMUNERATION / PACKAGE**
The package for the Pension Transfer Specialist vacancy is as follows:
- Up to £70,000 salary
- Annual bonus
- Workplace Pension (6% employer, 3% employee)
- 25 days' annual leave
- PMI
- Study support
**Next steps**:
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