Pensions Technical Advisor

A Pensions Technical Advisor is required by a market leading financial services provider to provide technical pensions support to clients. There is the potential for the successful candidate to work from home 1 or 2 days per week.

As a key member of a small team, you will

  • Provide telephone and email pensions advice and support to clients.
  • Anticipate and assess the impact of forthcoming technical developments in order to ensure that online technical guidance is up-to-date.
  • Provide technical input on exam question banks, technical guides, product factsheets, suitability reports, exam workbooks and online technical guidance.
  • Liaise with and provide assistance to other departments as necessary.
  • Prepare and publish technical news articles including budget summaries.
  • Maintain an audit trail of client interaction via Microsoft CRM.
  • Occasionally present at seminar events and attend client visits as technical expert.

You will be a minimum of Level 4 Diploma qualified and will ideally also hold G60 / AF3 or equivalent. You will possess broad technical knowledge and recent experience of providing technical pensions support or working in another role that required analysis and explanation of advanced pensions knowledge to intermediaries.

Location:Greater Manchester

Salary:£35000 - £42000 Per Annum + benefits


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