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DATE ADDED: Sat 23/02/2019

Pension Consultant

Swindon, UK


Our client, a well-established, successful financial advice business are seeking to hire an office-based Pension Planning Consultant (PPC) on a permanent basis, to be accountable for pre-sale review of at retirement schemes, SIPPs and Opt Outs. Job Requirements: Undertake pre-sale advice reviews of at retirement cases, annuities and SIPPS in order to produce a detailed analysis for each case Ensure all cases reviewed adhere to agreed frameworks, and feeding back the decisions reached to the relevant advisers Complete QA for colleagues Engage and liaise with Pension Transfer Specialists on current pre-approval sales process. Provide case checks of pre-vesting DC pension
Role: Pension Consultant
Job Type:
Location: Swindon, SW,

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