Job Information

A Manchester City Centre based Financial Advisers are looking for a Pension Transfer Specialist Adviser to provide financial advice to their clients in respect of their Pensions.

When successful you will be expected to:

• 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.
• 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.

To be successful you must 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.

Benefits 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
• Holiday purchase scheme (2021)

If you would like to know more please contact Richard on 07852419897 or email Richard.kunman@cameron-james.co.uk

Or apply now.