Technical Pensions IFA Support

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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