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Pension Planning Consultant

Location:Swindon, Wiltshire, England
Salary:GBP32000 - 40000 per Annum
Start Date:To start ASAP
Job Ref: MAEL17388
Posted: 19/06/2020
Job Description


Permanent role

Based – Swindon

Salary - £35,000+ DOE

Responsible for the full advice check of both Pre-Vesting and At Retirement Occupational Pension Schemes, SIPPs and Opt Outs.  Ensuring that the advice complies with both Pension Legislation and Regulation and the COBs Suitable Advice framework.

To review both the advice and the suitability of the recommendation for the end customer on behalf of the Adviser.


  • Responsibility for the full advice check of Defined Contribution Occupational Pension Schemes for both Pre-Vesting and At Retirement cases where there is a loss of Safeguarded Benefits, SIPPs, and Opt Outs, ensuring a full detailed analysis is completed on each case.
  • Act as a point of expertise for Partner's, Sales Management, QRMs and the wider business to ensure that their needs are met and any advice issues resolved
  • Undertake all aspects of the role in an ethical, compliant, diplomatic and professional manner
  • Completion of QA for peers

You’ll need great communication skills to build relationships across the business with key stakeholders at all levels.

The following qualification is essential:

  • Diploma

The following qualification is advantageous:

  • G60 and/or AF3 and/or Certificate in Pension Transfers
  • Chartered


The following experience is essential:

  • Experience within a Compliance based role in Financial Services
  • Dealing with difficult customer situations


Knowledge of the following is essential:

  • COBs product and sales process
  • COBs pensions regulation and legislation requirements
  • TCF
  • Data Protection
  • Financial Crime

Benefits of working in this position -

  • 5% pension contribution
  • Option to buy flexi benefits
  • 33 days paid annual leave holiday per year
  • Working  Monday – Friday 8.30am – 5.30pm

If this sound like the perfect opportunity for you Apply Today