Pensions Advisor job in Manchester


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Job Ref: 6142

Job Type: PERM

Location: Manchester

Salary: £35,000 - £40,000

Date Posted: 25th August, 2017

Category: Accounting/ Finance, Administrative

Job Description

Our client is looking for an experienced Pensions Advisor to join their fast growing business that specialises in Pensions Transfers

Role and Responsibilities:

  • Send out Letters of Authority to potential customers who are looking to transfer their pensions
  • Evaluation on pensions that they already have in existence
  • Fact Find and Risk profile
  • Sending out of “OptionsLetter”
  • Carry out advisory call to go through options
  • Receive acceptance and transfer pack
  • Deal with providers
  • Liaison with original providers
  • Transfer pensions and ongoing relationship to update client

Essential qualifications:

  • G60 or
  • Part qualified people who would be prepared to undertake their G60 so that they can transfer pensions as well as carrying out reviews, you will have AT LEAST 3 examinations from RO (1-6) OR CTI (1-5) and the company will then provide the fund/support for additional qualification in G60 for pension transfers
Package of up to £40k based on experience

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