Pension Transfer Specialist Consultant

Recruiter
MB Fitzgerald
Location
Edinburgh
Salary
40000.0000
Posted
14 May 2017
Closes
13 Jun 2017
Contract Type
Permanent
Hours
Full Time

MB Fitzgerald are currently working with a highly regarded, National firm of Pensions & Employee Benefits Consultants who are looking to hire a technical and experienced Pension Transfer Consultant in Edinburgh.

Working with one of the Organisation's most important clients, you will be advising on a Pension de-risking project.

Your main duties will include:

  • To provide quality pension transfer advice to members with defined benefit or defined contribution arrangements.
  • Referrals will either be from bulk projects being undertaken by clients, or will be as part of embedded BAU processes called the Pension Decision Service
  • Responsible for the provision of financial advice to clients around drawing benefits from their associated pension funds.
  • To be provide the appropriate advice to each client and charge the relevant fee for this service.

Experience & Education Requirements:

  • Diploma in Financial Services or above with SPS.
  • AF3 / G60 Qualification in Pension Planning
  • Relevant experience within the Financial services sector

Desirable:

  • Advanced Diploma in Financial Services or above.

Competencies:

  • Good analytical skills and attention to detail
  • Ability to work on own initiative and as part of a team
  • Good time management skills
  • Ability to absorb new information quickly
  • Ability to work in a logical and disciplined manner
  • Good Iress Adviser Office, Excel, Word, and Outlook skills
  • Comfortable with new technology
  • Experience in dealing with both occupational DB and DC Schemes
  • Excellent verbal and written communication skills
  • Good customer service and relationship building skills
  • Good understanding of pensions market and wider financial services industry
  • Good understanding of retirement income products and the marketplace