UA-185291695-1 PTS Advisor, Jobs, 286

PTS Advisor

Pensions Consultant - Manchester, North West England

Ref: 286Thursday 28 October 2021

£40,000 - £50,000

A leading Pensions provider with offices in Manchester are looking to hire a Pensions Transfer Specialist. Your role in the company is to check the suitability of pension transfer transactions conducted by the firm and provide timely and appropriate reports to Senior Management on the conduct of pensions transfer business.




Take ownership of designated cases to closure or escalation, to achieve quantity/quality objectives in line with service standards

Liaise with colleagues to obtain the required information on the client’s past and present pensions arrangements to enable a full analysis of the clients’ pensions needs to be carried out

Assess the comparative merits of Safeguarded, fixed or guaranteed benefits provided by an occupational scheme or individual pension scheme, against an individual pension scheme

Use appropriate analytical systems and relevant data to assess such comparisons in a precise, measurable manner

Construct appropriate solutions to the principles of suitability and best advice

Proactively develop and maintain external relationships with Introducers and other professional parties who refer business to the firm.


To be considered you must hold one of the following Approved Examinations:


Fellow or Associate of the Faculty or Institute of Actuaries

Fellow or Associate by examination of the Pensions Management Institute

Fellow or Associate (including three pensions-related subjects) of the Chartered Insurance Institute

Passed G60 / AF3   paper of the Advanced Financial Planning Diploma of the Chartered Insurance Institute

Passed the Pensions paper of the Professional Investment Certificate of the Chartered Institute of Bankers/Institute of Financial Services.

Industry experience in a pensions-related field