Pension Transfer Expert

3 weeks ago


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

Are you an experienced financial advisor looking for a new challenge?

We are seeking a skilled professional to join our team at Independent Resourcing Consultancy Ltd, a leading provider of financial advisory services.

The successful candidate will have recent Defined Benefit Pension experience and excellent technical expertise.

Key responsibilities include writing suitability reports, running and checking Transfer Value Comparators, and completing cashflow modelling.

We offer a competitive salary of £40,000 - £60,000 per annum and opportunities for career development.

Our ideal candidate will have a Level 4 Diploma in Financial Planning or equivalent, or be willing to study towards it.

  • Writing suitability reports
  • TVC Experience
  • Experience in cashflow modelling
Job Requirements

Technical Expertise: Excellent technical skills and knowledge of Defined Benefit Pensions.

Communication Skills: Strong written and verbal communication skills to effectively communicate with clients and colleagues.

Problem-Solving Skills: Ability to analyze complex data and make informed decisions.



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