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Oval Recruit
,
Orpington, Greater London
Pensions Transfers Technician / Fact Find
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Job Type: Full-time |
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Salary: £27,000 per annum |
Overview
Pensions Transfers Technician / Fact Find Orpington - up to £35,000 experience dependent An expanding Financial services Group who have been recognized by industry bodies and regulators for excellence are looking to recruit a technically proficient individual to work alongside their Consultants who specialise in Pension Transfers. As industry leading experts in the area of Pensions Transfers, they have doubled the size of their operation and due to a continual increase in new business they are looking to expand further. This is an exciting time to join a growing dynamic company who will provide excellent future career prospects Specifics of the role will include - Complete client fact finds and present to consultants. Liaise with clients, gathering information on Pension positions and scheme administrators. Conduct research and analysis on behalf of the Consultants, produce relevant reports with commentary as required. Support the consultants will all technical administration, client & market research and client correspondence. Liaise with third parties as required, obtain required pension information on behalf of clients. Ensure clients are managed professionally and in line with the company’s high standards for which they are recognised. Work in a team environment, which is supportive of more junior members of staff, be willing to help, provide advice and assistance when needed. Be willing to self improve, develop your own technical knowledge, look to career development and keep up to date with industry changes. Act in accordance with FCA regulations and be mindful of compliance requirements. This role would suit someone who has a keen eye for detail and enjoys supporting consultants with technically demanding work. The most suitable candidates will have fact finding, report writing or pension transfers knowledge gained in a Paraplanning, IFA Support or Pension Transfers environment. Any professional qualifications or progression towards would be held in high regard. The company pride themselves on creating a welcoming, friendly office environment and will invest heavily in your development and wellbeing. This is a great time to join as they look to expand further throughout 2020. For more information please contact Richard Garbett.