Pension Transfer Sales Support
We are recruiting on behalf of a leading firm of Advisors who due to expansion and the recent acquisition of one of their competitors is now seeking a Pension Transfer Sales Support Administrator for their City based office.
The aim of the role is to provide professional and efficient administration support to consultants and their clients in respect of pension transfers, particularly in the areas of personal pension (PP) to personal pension, occupational DC to PP and occasionally on defined benefit schemes.
You will be responsible for collating, managing and researching all relevant information and documentation for both Defined Benefit (DB) and Defined Contribution (DC) pension schemes. In addition you will finalise files, including drafting of suitability reports, for submission to and final approval of both Consultant and Compliance.
Qualified to FPC and ideally possessing CF9, it is essential that you have the ability to communicate effectively with clients at all levels, including face to face, over the telephone and in writing.
This role offers an excellent salary and benefits package.
Salary: £25000 - £29000 per annum + excellent benefits
Contact Name: Steve Philcox
Email: Steve.Philcox@fusionsearch.co.uk
Phone: 02086610735
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