Our client wishes to recruit a Pension Transfer Consultant to join their team, initially for a six month fixed term contract.  The role is mainly to provide telephone based pension transfer advice to individual pension scheme members and to write and produce personalized Pension Transfer Recommendation reports for individual pension scheme members.

• Pro-actively contact pension scheme members to encourage them to engage in the offer/advisory process.
• Assist members in completing Fact Find questionnaires over the telephone and clarify their circumstances and objectives.
• Produce and peer review individual Pension Transfer Recommendation reports.
• Conduct telephone meetings with members to discuss advice and recommendations
• Maintain required documentation and records.
• Undertake CPD as required to maintain competence as a Pension Transfer Specialist

Essential:

·         Advisory experience within an IFA environment including advising on Retirement Options, Pension Transfers and Enhanced Transfer Value offers.

·         Currently or recently FSA CF30 Customer Function/Competent Adviser Status 

·         5 GCSE/ O Levels including English and Mathematics

·         Full Financial Planning Certificate (or equivalent)

·         G60 Pensions or AF3 Pensions

·         Competent in use of MS applications (Word, Excel, Outlook)

Competencies:

·         Working Collaboratively

·         Communication and Influencing

·         Client Focus

·         Flexibility in work approach

·         Good fact-finding and advisory skills

·         High level of knowledge of the pensions market place and investments