Financial Services Recruitment Specialists

Pensions Specialist -Bristol or Liverpool

by Paul Standen 0 Comments

Based in Bristol or Liverpool our client is looking for a Pension Transfer Specialist (PTS). The ideal candidate would be an experienced in Pensions Transfers and have strong pension and investment knowledge.  In addition will be experienced in reviewing and advising on the suitability of pension transfers including DB transfers and provide technical pension support to the Financial Advisers. The role of the PTS is to provide personal recommendations to retail investment clients in respect of pension schemes with safeguarded benefits.

Essential qualifications CII Diploma in Regulated Financial Planning or equivalent Certificate in Pension Transfer Advice or equivalent Advanced pension related qualifications eg o G60 Pensions o AF3 Pension planning o AF7 Pension transfers

The remuneration package is strong in terms of basic plus other employee benefits. #pensions#DBpensions#financialplanning#investment#pensiontransfers

admin@resourcematters.co.uk or 08002335516

  • 1 comment

Leave a reply

Your email address will not be published.

You may use these HTML tags and attributes:

<a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <strike> <strong>