Pension Planning Consultant

Recruiter
Elite Recruitment Solutions
Location
Swindon, UK
Salary
Competitive
Posted
21 Sep 2019
Closes
02 Oct 2019
Ref
1254776615
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
PENSION PLANNING CONSULTANT

Permanent role

Based - Swindon

Salary - £35,000+ DOE

Responsible for the full advice check of both Pre-Vesting and At Retirement Occupational Pension Schemes, SIPPs and Opt Outs. Ensuring that the advice complies with both Pension Legislation and Regulation and the COBs Suitable Advice framework.

To review both the advice and the suitability of the recommendation for the end customer on behalf of the Adviser.

MAIN ACCOUNTABILITIES

Responsibility for the full advice check of Defined Contribution Occupational Pension Schemes for both Pre-Vesting and At Retirement cases where there is a loss of Safeguarded Benefits, SIPPs, and Opt Outs, ensuring a full detailed analysis is completed on each case.
Act as a point of expertise for Partner's, Sales Management, QRMs and the wider business to ensure that their needs are met and any advice issues resolved
Undertake all aspects of the role in an ethical, compliant, diplomatic and professional manner
Completion of QA for peers
You'll need great communication skills to build relationships across the business with key stakeholders at all levels.

The following qualification is essential:

Diploma
The following qualification is advantageous:

G60 and/or AF3 and/or Certificate in Pension Transfers
Chartered
EXPERIENCE

The following experience is essential:

Experience within a Compliance based role in Financial Services
Dealing with difficult customer situations
KNOWLEDGE

Knowledge of the following is essential:

COBs product and sales process
COBs pensions regulation and legislation requirements
TCF
Data Protection
Financial Crime
Benefits of working in this position -

5% pension contribution
Option to buy flexi benefits
33 days paid annual leave holiday per year
Working Monday - Friday 8.30am - 5.30pm
If this sound like the perfect opportunity for you Apply Today

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