Pensions Specialist, Excellent Basic Salary, Package & Bonuses

Resource matters has been retained by this wealth management firm who provide financial planning advice and guidance to corporations and individuals. Our client has seen substantial growth over the last 5 years and due to high levels of business growth seek an additional pensions specialist.

Working from fashionable offices in Liverpool city centre you will be responsible for providing technical research and analysis to Financial Advisors and reviewing new and existing pension schemes.

This is a senior position and our client requires a candidate with proven experience in a similar role and relevant industry qualifications including the Diploma in Regulated Financial Planning and at least working towards other advanced pension related qualifications.

You will be supported with a very competitive salary, outstanding benefits package and excellent opportunities for career development and progression.

Key responsibilities for the Pension Transfer Specialist:

• Responsible for providing technical assistance and research to a team of Financial Advisors
• Undertake analysis and review of transferring pension schemes, income drawdown and phased retirement plans
• Identify outstanding pension information as required
• Ensure all client information and facts are up to date for analysis review to be undertaken
• Prepare client reports in relation to pension planning, pension transfers and retirement income options
• Liaise with Advisers and keep up to date of progress and any outstanding requirements
• Liaise with ceding pension schemes/providers to obtain pension information as required
• Ensure all paperwork is compliant within company and FCA guidelines
• Maintain technical and industry knowledge and continual professional development
• Maintain service levels and undertake work within agreed time-scales

This is an unique & exciting opportunity to join a wealth management firm enjoying a huge amount of expansion & growth. Please apply now using the link below. RH 238695