Home Based - Senior Pension Transfer Specialist

Home Based - Senior Pension Transfer Specialist

Job Title: Home Based - Senior Pension Transfer Specialist
Contract Type: Permanent
Location: England, England
Salary: £45000 - £65000 per annum
Reference: 1374480
Contact Name: Sammons Group
Contact Email:
Job Published: July 17, 2018 17:02

Job Description

In this role you will be heavily involved with the development of their proposition. Review Scheme Information and request the TVAS from outsourced Paraplanner.

Complete cash flow modelling to demonstrate sustainability of income, decide whether a transfer is in the client's best interest. Keep abreast of FCA regulations and aid in developing internal processes.

For this role you must be Diploma Qualified (Advanced Diploma / Chartered Status Preferred) and hold G60, AF3 or AF7 Qualification. Strong knowledge of DB pensions and recent experience in the DB transfers market. This is not a data gathering or admin based role, nor is it a sales role.

Please quote reference 1374480 . This is just one of the many roles that we are working on, all of which are on our website . We are committed to supporting and promoting diversity in the workplace. Any salary advertised is for search purposes only. If you have not heard from us within 7 days, you have not been successful on this occasion.