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Defined Benefit Pension Transfer Consultant

Posted by CV-Library on 23/01/2019
Postcode
Company name A&B Swindon Recruitment Limited
Category Accounting
Contract Permanent
Full/Part time Full time
Salary £ 60000 - £70000/annum Depending o
Description
DEFINED BENEFIT PENSION TRANSFER SPECIALIST ADVISER

PURPOSE

This is an employed, multi-tied Financial Adviser position, providing advice to clients on the suitability of transferring out of their Defined Benefit Pension scheme. The function is office based and all advice is pre-approved by a technical checking team, ensuring support in providing the best customer outcomes within a complex market place.

MAIN ACCOUNTABILITIES

To provide clients, with suitable financial advice through competent analysis of their personal circumstances and financial position

Gather information needed to provide financial advice

Analyse information needed to provide financial advice

Presentation of advice to clients, via telephone, video or face to face

Act as a point of expertise for Partner’s, Sales Management, QRMs and the wider business to ensure that their needs are met any advice issues resolved

Undertake all aspects of the role in an ethical, compliant, diplomatic and professional manner

KEY ACTIVITIES

Alignment of advice to Pension Regulation and Legislation, Financial Services market place and changes

Management of the advice process

TASK MANAGEMENT

Ensure SLAs are achieved

Ensure consistency and quality of decisions

Escalation of exceptions

Identify and champion improvements to Sales Process

KEY RELATIONSHIPS

Build and maintain professional and effective relationships with the following stakeholder groups.

* Field based Advisers

* PAs and Paraplanners

* Practice Principles

* Practice Supervisors

* Support Centre

* Sales Review Team/Complaints

* T&C

* Learning and Development

* Governance

QUALIFICATIONS

The following qualification is essential:

* Diploma

* G60 and/or AF3 and/or Certificate in Pension Transfers

The following qualification is advantageous:

* Chartered

EXPERIENCE

The following experience is essential:

* Minimum of 5 years within an advice based role in Financial Services

* Dealing with difficult cu

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