Pension Transfer Specialist Job Description Template
Our company is looking for a Pension Transfer Specialist to join our team.
Responsibilities:
- Develop productive working relationships with colleagues and clients;
- Use of financial planning software tools;
- Proactively develop and maintain external relationships with Introducers and other professional parties who refer business to the firm;
- Act with integrity and professionalism; paying regard to the interests of our customers (treating them fairly); and being open and co-operative;
- Prepare client reports in relation to pension transfers, pension switches and retirement income options;
- Developing and maintaining internal relationships to help maintain business flow and meet agreed targets;
- Learn from quality review feedback and rework where appropriate to improve customer experience;
- Support all advice by appropriate documentation as deemed necessary by the FCA and as documented in the firm’s procedures;
- Keep up to date with training and supervision requirements according to competence as set out in the T&C Scheme;
- Ensure all associated administration is completed in a timely and effective manner to meet the firm’s record keeping and file quality requirements;
- Use appropriate analytical systems and relevant data to assess such comparisons in a precise, measurable manner;
- Monitor expiry dates and prioritise work;
- Provide a personal recommendation in relation to pension transfers;
- Provide weekly updates to line manager relating to output, quality concerns and other Management Information as required;
- Identify outstanding pension information as required.
Requirements:
- Good technical knowledge of Pensions, Investments and experience in the application of the rules of the FCA;
- Level 4 Diploma Qualified and preferably a desire to work towards Chartered Status;
- AF3, AF7 or G60 would be advantageous;
- Previous experience providing technical support within an IFA practice environment.