Financial Advisor - Pension Transfer

Job Description

Job Title: Financial Advisor - Pension Transfer Location: Manchester (4 days per work WFH) Salary: £60,000 p.a. OTE Description: A leading wealth management organization is currently seeking a Financial Advisor to join their pension transfer division. Reporting into the departmental Supervisor, the purpose of the role will be to check the suitability of pension transfer transactionsconducted by the firm whilst providing timely and appropriate reports to Senior Management on the conduct of pensions transfer business. The caseload will consist of warm referrals through the IFA network and can be performed working from home with the requirementof one day per week to be office based. Key responsibilities include: - Liaise with colleagues to obtain the required information on the clients past and present pensions arrangements to enable a full analysis of the clients pensions needs to be carried out. - Assess the comparative merits provided by an occupational scheme against an individual pension scheme (including a self-invested personal pension scheme) providing uncertain benefits. - Use appropriate analytical systems and relevant data to assess such comparisons in a precise, measurable manner. - Construct appropriate solutions to the principles of suitability and best advice, produce report(s) including statistical data which clearly supports the recommendations made. - Support all advice by appropriate documentation as deemed necessary by the FCA and as documented in the firms procedures. - Proactively develop and maintain external relationships with Introducers and other professional parties who refer business to the firm. - Develop and maintain internal relationships to help maintain business flow and meet agreed targets - Ensure all associated administration is completed in a timely and effective manner to meet the firms record keeping and file quality requirements. - Take ownership of designated cases to closure or escalation, to achieve quantity/quality objectives in line with service standards - Ensure that the firms high standards of client care are met by demonstrating competence in all stages of the pensions transfer process, operating at all times in a manner which befits an Approved Person and complying with the FCA Statements of Principlesand the firms documented Performance Measures/Standards. - Monitor expiry dates and prioritise work. - Provide weekly updates to line manager relating to output, quality concerns and other Management Information as required. - Keep up to date with training and supervision requirements according to competence as set out in the T&C Scheme. - Act with integrity and professionalism; paying regard to the interests of our customers (treating them fairly); and being open and co-operative The successful candidate must have a background in a pensions-related field plus excellent organisational and analytical skills and hold one of the following Approved Examinations: - Fellow or Associate of the Faculty or Institute of Actuaries - Fellow or Associate by examination of the Pensions Management Institute - Fellow or Associate (including three pensions-related subjects) of the Chartered Insurance Institute - Passed G60 / AF3 paper of the Advanced Financial Planning Diploma of the Chartered Insurance Institute - Passed the Pensions paper of the Professional Investment Certificate of the Chartered Institute of Bankers/Institute of Financial Services. This is a fantastic opportunity to join a fast growing business with excellent long term career opportunities. Please apply to with an updated copy of your CV as the deadline for applications for this role will close shortly.