Pension Transfer Specialist

4 days ago


Dudley, Dudley, United Kingdom Click and Connect Online Limited Full time
Job Description

We are seeking experienced financial advisory professionals to join our team at Independent Resourcing Consultancy Ltd. As a Pension Transfer Specialist, you will play a crucial role in assisting clients with their Defined Benefit Pension transfers.

The ideal candidate will have experience in writing suitability reports, running Transfer Value Comparators, and completing cashflow modelling. Strong communication skills and the ability to work effectively with IFAs and clients are essential for this role.

Key Responsibilities:

  • Writing suitability reports using established templates
  • Running and checking Transfer Value Comparators (TVC) to ensure accurate results
  • Completing complex cashflow modelling to identify optimal solutions
  • Communicating effectively with IFAs, schemes, and clients to obtain missing information

Required Skills and Qualifications:

  • Minimum Level 4 Diploma in Financial Planning or equivalent
  • Experience in Defined Benefit Pension transfers
  • TVC experience and strong technical skills
  • Excellent attention to detail and strong analytical abilities

Salary: £40,000 - £60,000 per annum, depending on experience



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