We are seeking an experienced Pensions Transfer Specialist with excellent knowledge of Defined Benefit schemes to join this well-regarded firm in Manchester. This is not a data gathering or admin based role. The company outsource both compliance and paraplanning functions.
You will be reviewing Scheme Information, TVAS and risk profiles of clients, completing cash flow modelling to demonstrate sustainability of income, and deciding whether transfers are in the client’s best interests.
To be considered you must be Diploma Qualified (Advanced Diploma/Chartered Status preferred) and hold G60, AF3 or AF7 qualification.
This is an excellent opportunity to join a dynamic, privately owned group who are at the forefront of the pension's sector.
You will be rewarded with competitive pay and performance-related bonus scheme. Flexible home working is also an option.
For a full Job Profile about this role, to apply, or for a formal/informal discussion please contact me.