Job Information

Principal accountabilities                      

Pensions Review           

            Liaise with colleagues to obtain the required information on the client’s past and present pensions arrangements to enable a full analysis of the clients’ pensions needs to be carried out. 

            Assess the comparative merits of Safeguarded, fixed or guaranteed benefits provided by an occupational scheme or individual pension 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 firm’s 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 firm’s 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 firm’s 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 Principles and the firm’s documented Performance Measures/Standards. 

Please Apply on-line or contact Cameron James for full details.