Our client is a successful Financial Services company and they are currently looking for an experienced qualified DB transfer specialist to join their team This role is telephone based working in the Head Office giving National advice The role: You will be able to manage large numbers of cases. Although the focus will be mainly on pension transfers, Pension Increase Exchange options and 'at retirement planning', Desk Based Financial Planners can advise on all areas of financial planning. You will have an in depth knowledge of retirement products including;
• Occupational Pension Schemes (DB, DC, SSAS);
• Group Personal Pension, Stakeholder and Individual Pension Plans;
• Pension income options (Annuity, UFPLS, FRO, Capped Drawdown etc). Must be Level 4 dip and ideally AF7 Base circa £50000 plus benefits and bonus