Pension Transfer Specialist, Manchester (BP-1398)

Our client is looking for an experienced Pension Transfer Specialist to join their team in Manchester. 

• Liaise with colleagues to obtain the required information on the client’s past and present pensions arrangements to enable a full analysis of the clients’ pensions needs to be carried out
• Assess the comparative merits of Safeguarded, fixed or guaranteed benefits provided by an occupational scheme or individual pension scheme, against an individual pension scheme (including a self-invested personal pension scheme) providing uncertain benefits
• Use appropriate analytical systems and relevant data to assess such comparisons in a precise, measurable manner
• Construct appropriate solutions to the principles of suitability and best advice, produce a report(s) including statistical data which clearly supports the recommendations made
• Support all advice by appropriate documentation as deemed necessary by the FCA and as documented in the firm’s procedures
• Proactively develop and maintain external relationships with Introducers and other professional parties who refer business to the firm
• Develop and maintain internal relationships to help maintain business flow and meet agreed targets 
• Ensure all associated administration is completed in a timely and effective manner to meet the firm’s record-keeping and file quality requirements
• Take ownership of designated cases to closure or escalation, to achieve quantity/quality objectives in line with service standards
• Ensure that the firm’s high standards of client care are met by demonstrating competence in all stages of the pensions transfer process, operating at all times in a manner which befits an Approved Person and complying with the FCA Statements of Principles and the firm’s documented Performance Measures/Standards
• Monitor expiry dates and prioritises work
• Provide weekly updates to line manager relating to output, quality concerns and other Management Information as required
• Learn from quality review feedback and rework where appropriate to improve customer experience
• Keep up to date with training and supervision requirements according to competence as set out in the T&C Scheme
• Act with integrity and professionalism; paying regard to the interests of our customers (treating them fairly); and being open and co-operative

• Fellow or Associate of the Faculty or Institute of Actuaries
• Fellow or Associate by examination of the Pensions Management Institute
• Fellow or Associate (including three pensions-related subjects) of the Chartered Insurance Institute
• Passed G60 / AF3   paper of the Advanced Financial Planning Diploma of the Chartered Insurance Institute
• Passed the Pensions paper of the Professional Investment Certificate of the Chartered Institute of Bankers/Institute of Financial Services.

• At least 2 years’ industry experience, two of which must have been in a pension-related field
• Excellent analytical skills and prefer to work in a structured, planned manner