Main focus of this role will be to;
Providing top class customer service on a consistent basis, Researching existing pensions, Writing Advice and Recommendation Reports / Suitability Reports, Preparing client documentation in a timely fashion, Processing new business and seeing this through to completion, Liaising with compliance team and working closely with sales consultants and trustee consultants and acting as the co-ordinator for a multi-faceted proposition on a case by case basis.
It is essential that you already have a good level of knowledge and experience in SSAS, SIPP and Pension transfers. You will be qualified to level 3 financial qualification and will have the drive to study further to obtain the level 4 diploma in financial services. In return you will receive a salary up to £28k depending on experience and qualifications.
To find out more about this role, please contact This email address is being protected from spambots. You need JavaScript enabled to view it. quoting SIPPS Professional Online and reference 2107.
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Pensions Sales Support – Salary up to £28k - (2107)
