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Technical Pensions IFA Support

  • Salary: £27000 - £32000 per annum
  • Location: Glasgow
  • Sector: Pensions
  • Job type: Permanent
  • Date posted:
    15 Feb 2021
  • Job reference: 35207

Idex consulting have a new role for a Technical Pensions Specialist within a large IFA practice.

The role:

  • Drafting pension reports - DB pension transfers, contributions - new and top ups, withdrawals - ad hoc and tax-free cash, annual reviews
  • Producing pension comparison reports using Selecta Pensions and Analytics
  • Preparing paperwork for all of the above and processing to completion
  • Preparing paperwork for final salary transfers and processing to completion
  • Obtaining TVASs
  • Maintaining client records on Intelliflo
  • Technical support to advisers and administration staff
  • Processing withdrawals
  • Diary management.

The person

  • You must have an excellent knowledge of DB transfers
  • Be working towards diploma

In return you will receive a generous salary and benefits package.

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