Pension Redress Calculation Analyst

Recruiter
The Consulting Consortium Limted
Location
Leeds
Posted
19 Apr 2018
Closes
13 May 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

Duration: 12 months

Location: Leeds

Description

  • Validate data gathering and where needed obtain further information (if assumptions are not available)
  • Populate calculation pro forma ready for calculation into RECAL
  • Perform redress calculation, running required redress tool (RECAL)
  • Produce offer letters and appendices
  • Deal with customer queries and exception cases

Required skills and Experience

  • In depth knowledge of pensions
  • Experience undertaking Pensions calculations
  • Ability to work to high quality standard whilst ensuring productivity targets are met

Qualifications (not essential)

  • CII - R01, R02, R04, AF7 or CII - G60 or CII - AF3
  • CISI - PTPA (Pension Transfers & Planning Advice)
  • Institute of Actuaries / Faculty of Actuaries (Associate or Fellow)
  • PMI - Diploma in Regulated Retirement Advice
  • LiBF - Level 6 Pension Transfers PETR

Preferred skills and Alternative Experience

  • Compliance role relating to DB pension transfers

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