Rare opportunity to join an knowledgeable EB and Pensions unit for a market leader. Help play an integral part in developing and growing DC corporate and private client business.
Main bulk of this role will be assisting a warm client base on pensions transfers, advising on transfers, decumalation and investment advice.
Preparing relevant documentation for client meetings, including cash flow forecasts and other related research. Answering client queries and working across the business to provide an all encompassing service.
Liaising with Compliance Department to resolve any compliance issues that arise.
This role would suit an experienced pensions specialist / IFA or paraplanner who has passed G60 or is an associate of the PMI skilled in pensions and retirement solutions. Experience of DC corporate and private client work is essential
Please quote reference 1372541 . This is just one of the many roles that we are working on, all of which are on our website www.sammonspensions.co.uk . 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