Huntswood

A David Brownlow Company

Pension Review Consultant

£30000 - £40000 per annum
  1. Permanent
Swindon, Wiltshire

job description

A well-established, successful financial advice business are seeking to hire an office-based Pension Review Consultant on a permanent basis, to be accountable for pre-approval of at retirement cases for drawdown, annuities and SIPPs.

Job Requirements:

  • Undertake reviews of pre-authorisation of at retirement cases, annuities and SIPPS in order to produce a detailed analysis for each case
  • Ensure all cases reviewed adhere to agreed frameworks, and feeding back the decisions reached to the relevant advisers
  • Engage and liaise with Pension Transfer Specialists on current pre-approval sales process.
  • Provide case checks of pre-vesting DC pension scheme cases
  • Complete QA for colleagues
  • Provide expertise to relevant areas of the business, ensuring their needs are met
  • Ensure that all case targets and SLAs are achieved
  • Develop and maintain both professional and effective relationships with key stakeholders

Skills and Experience:

  • Level 4 diploma in financial planning as a minimum
  • Strong experience within Financial Services
  • Knowledge of; COBS, sales process and regulatory requirements, AML, TCF, pensions
  • Strong analytical and problem-solving skills
  • Experience dealing with challenging customer situations
  • G60, AF7 or AF3 are highly desirable
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