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Pension Transfer Specialist (HOME BASED)

  • Location: London
  • Salary: c£55,000 pa + Bonus + Benefits per year
  • Job Type:Permanent

Posted 8 months ago

  • Sector: Compliance
  • Contact: Paul Clayton
  • Contact Email:
  • Expiry Date: 25 February 2022
  • Job Ref: PC/17511L

My client has an exciting opportunity for an experienced Pension Transfer Specialist to be part of their expanding team, providing a pension transfer advice service for a large existing bank of UK and International IFAs. This is an FCA regulated role and all their fees are non-contingent. This is not a data gathering or admin based role, nor is it a sales role. You would have the full support of their internal admin, paraplanning and compliance functions.

Key responsibilities include:

  • Check Transfer Value Comparators (TVCs) for accuracy

  • Review the Fact-Find and Risk Profile of the Client

  • Have a call with each client to confirm and gather information

  • Complete Cash Flow modelling to demonstrate sustainability of income

  • Complete Appropriate Pension Transfer Analysis (APTA)

  • Review the Suitability Report before sending to the IFA and Client

  • Keep abreast of FCA regulations

  • Help develop internal processes

  • Maintain adequate CPD records

The Person:

  • Diploma Qualified (Advanced Diploma / Chartered Status Preferred)

  • Must hold AF3 or AF7 Qualification

  • Strong knowledge of Defined Benefit pensions and the regulations surrounding them

  • Must have recent experience in advising on Defined Benefit pension transfers

  • Experience dealing with QROPS (desirable, but not essential)

  • Experience with Selectapension and Cashcalc (desirable, but not essential)


Please note, should feedback not be received within 28 days due to the large volume of applications, unfortunately your application has been unsuccessful. However, we may be in touch with similar relevant opportunities.