Pension Transfer Specialist File Reviewer

London (Greater)
18 May 2019
20 May 2019
Contract Type
Full Time

Pension Transfer Specialist File Reviewer

Our client, a global Accountancy and Consultancy Business, is looking for a highly skilled Pension Transfer Reviewer to join a high-profile review project on behalf of the FCA in Central London. This is an exciting opportunity to be part of a dynamic operation in the financial services industry. You will be working in a high-quality team as part of a Review project related to retirement options.

Tell Me More

  • Start Date: ASAP
  • Location: Central London
  • Rate: £450 per day (dependent on experience)
  • Duration: Initially until the end of February 2020

The Benefits for You

You will be working on a project run by a globally recognised brand and a top tier professional service firm. You will be able to use your existing knowledge and experience to make a difference, as well as advance your career and develop new skills.

Core Purpose of the Role

To assess and reach a conclusion on the suitability of advice in individual pension transfer cases in line with relevant product, procedural and regulatory requirements. This role is to conclude whether advice given met the required standards in terms of suitability and record keeping, working within a team of case handlers operating in an end to end remediation project.

Your day-to-day activities will include:

  • Reviewing pension transfer advice as previously conducted by in-scope firms
  • Ensuring full compliance and to identify any instances of unsuitable advice
  • Make decisions relating to each case as necessary
  • Ensure all regulatory requirements are met in line with business standards
  • Managing your own workload
  • Ensure quality is embedded within the work and your decisions are in line with review policy
  • Ensure timesheet system and workflow records are kept accurate and up to date

What Knowledge, Skills & Experience We Need

  • Relevant Pension Transfer Specialist qualification, i.e. G60 / AF3 / AF7
  • A deep understanding of FCA rules and compliance requirements with proven experience working in an FCA regulated environment
  • Good planning and organisational skills and a proven ability to communicate effectively
  • Ability to make considered decisions referring to point of advice documentation
  • Highly self-motivated and results orientated, maintaining focus on quality
  • Has detailed knowledge and experience of financial services pension transfer advice procedures
  • In-depth knowledge of advice process for regulated financial services products
  • Excellent written and verbal communication

Next Steps

To express your interest in this opportunity, don't delay; please click Apply now.

About us

Momenta are a market leading financial services resourcing business. Momenta have excellent opportunities to develop and enhance your experience within the financial services industry. If you have the skills and experience for this exciting role then apply today and don't miss out on this exceptional opportunity to join the company that provides quality resource, consulting expertise and people development for financial services companies in the UK. We also have new and exciting international opportunities in both Australia and New York.

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