Pension Transfer Expert

Pension Transfer Expert

Job Title: Pension Transfer Expert
Contract Type: Permanent
Location: United Kingdom
Salary: £45000 - £60000 per annum, Benefits: package
Start Date: 2017-03-02
Reference: BWD-MC-PTE
Contact Name: Monika Carlton
Contact Email:
Job Published: March 02, 2017 17:17

Job Description

 We are currently working on a unique and home-based opportunity for an experienced Pension Transfer Expert to join our growing business and work for one of the best Life and Pensions companies in the UK
  • You will need to have the QCF Level 4 Diploma and hold the appropriate Pension qualification of either G60 or AF3. 
  • You’ll have ample experience in working with Defined Benefits schemes, and be confident in dealing with Financial Advisers. 
  • You’ll provide expert analysis and assessment of the proposed transfers and work closely with our advice team to ensure the client and the business are safe. 
  • You’ll take a consultative approach taking ownership to ensure high quality advice standards are met. 
  • You have significant knowledge and experience  of Occupational Defined Benefit Transfers and the regulation that goes along with that
  • You will hold the QCF level 4 qualification along with G60 or AF3.  Being at Chartered Status would be desirable.
  • You are a strong communicator, used to communicating complex concepts to customers using a variety of verbal and written techniques.
  • You build strong business relationships and can work with a variety of different customer groups both internal and external.
  • You have a strong eye for detail and can present information in a logical manner.
You’ll receive a competitive salary and reward package. And in a fast-changing world, you’ll join an organisation that’s leading the way in helping customers achieve their long-term financial goals.


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