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Pensions Transfer Analyst

Are you looking for a new role within pensions with excellent development potential? We have a vacancy for a Pensions Transfer Analyst to join this small but focused Financial Services group.

You will need to have a good understanding of DB scheme benefits, interpreting statements and knowledge of the technical aspects of pension transfers. An attention to detail and the ability to work to processes and high standards will be essential.

The role entails providing data and admin support to the Pension Transfer Specialists, duties will include reviewing Fact Finds and DB transfer information; TVAS preparation including critical yield calculations and SIPP analysis, collating draft reports and liaising with Financial advisers.

To be considered you will ideally be part qualified to level 4, with an ambition to achieve Pensions Transfer Specialist status. The company will sponsor progression through to AF7 or equivalent with external and internal training.

For a full Job Profile about this role, to apply, or for a formal/informal discussion please contact me.

Contact Details:
Tel: 0208 274 2842 / 07958 958626
Contact: Tasha Davidson

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