Pension Advice Specialist

2 weeks ago


Birmingham, Birmingham, United Kingdom Independent Resourcing Consultancy Ltd Full time

About the Firm

Our client, Independent Resourcing Consultancy Ltd, is a renowned international wealth management firm committed to delivering exceptional personal financial advice to expatriate clients worldwide.

Job Summary

This Pension Case Checker role primarily entails file review responsibilities within the UK division of a rapidly expanding international wealth management company.

Main Responsibilities

  • Conduct comprehensive file reviews for retail investment and pension advice, prioritizing Defined Benefit Transfer advice files.
  • Provide clear, consistent, and constructive feedback to advisers/paraplanners.
  • Monitor rework and sign off on cases upon completion.
  • Drive excellent client outcomes through precise, high-quality advice reviews.
  • Manage diary effectively and prioritize reviews, particularly focusing on Pre-sale cases.
  • Identify common errors and participate in root cause analysis.

Qualifications and Skills

To excel in this role, you will need:

  • A Level 4 Diploma qualification.
  • Essential experience in reviewing Defined Benefit Pension Transfer files.
  • Strong technical acuity and communication skills.
  • A background in IFA or network is beneficial.

Benefits

This role offers significant potential for growth, with opportunities to explore various compliance areas based on individual interests and business requirements.



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