Pension Transfer Specialist Consultant

MB Fitzgerald
14 May 2017
13 Jun 2017
Contract Type
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


  • Advanced Diploma in Financial Services or above.


  • 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