Job Details
Pension Transfer Specialist Technician
Sector:Financial Services
Region : North West England
Location: Home Based
Salary: £37,000
Job Ref.: RK0887FS
Job Information
Pension Transfer Specialist Technician Vacancy – £37,000 – Home based – 4xDISA Chartered Financial Advisers in Manchester are seeking a new Pension Transfer Specialist Technician. The opportunity is home based after an initial 4 week training/bedding in period but will require occasional travel to the office thereafter.
To be considered for this position you will need to hold the relevant G60, AF3 and/or AF7 qualifications whilst having previous experience in a similar role.
When successful you will provide full support and assistance to the Pension Transfer Specialists Advisers and to the client servicing process by working with all departments within the business. Where necessary you will assist in the preparation of Specialist Pension Suitability reports for issue to clients, and introducers based on information provided by the Pension Transfer Specialist Adviser.
Your benefits will include:
- · Death in Service Benefit: 4 x Annual Salary
- · Employer pension scheme matched up to 5%
- · 23 days annual leave (plus statutory holidays)
- · Birthday off with pay
- · Annual leave purchase scheme