UA-185291695-1 PTS Technician, Jobs, 288

PTS Technician

Pensions Technician - Manchester, North West England

Ref: 288Thursday 28 October 2021

£37,000 - £40,000

A leading Pension provider in Manchester is looking to hire a Pensions Technician to

provide professional support and assistance to the Pension Transfer Specialists (PTS) and client service process.  

 

Where necessary assist in the preparation of compliant Specialist Pension Suitability reports for issue to clients, and introducers based on information provided by the Pension Transfer Specialist (PTS). 

 

Responsibilities:

Gather information on the telephone from clients and from 3rd parties including insurance companies and scheme administrators.

Complete client fact finds and support the PTS in client fact finding

Monitor expiry dates and prioritise work.

Provide weekly reports to the PTS Supervisor relating to output, and other Management Information as required. 

Supporting the PTS in research and analysis to meet Client needs and objectives

Conduct research and analysis of financial products to meet client requirements Managing the presentation of technical data to the PTS

                       

Qualifications & Experience:  

QCA Level 4 qualified. Working towards AF7 and at least 2 year’s industry experience. The role would suit somebody who wishes to progress to an adviser role.

Excellent organisational skills, meticulous attention to detail, technical capability.  You are analytical and strategic by nature