Pension Transfer Adviser Support
- Job reference
- Hemel Hempstead, Hertfordshire, United Kingdom
- Start date
- To be arranged
- Administration & underwriting jobs / IFA jobs
- Contract type(s)
- Full time
- Date posted
Description, duties, responsibilities
A small but focussed and expanding Financial Services group with a high volume of new business require an experienced advisor support function.
The role entails providing data and admin support to our Pension Transfer Specialists and you will be responsible for:
• Client data entry.
• TVAS system data entry and maintenance.
• Collating draft reports
• Liaising with Financial advisers
• Maintenance of business processes
• Compiling management and compliance reports
You will need to have experience in using TVAS systems, an understanding of the technical aspects of pension transfers, an attention to detail and the ability to work to processes and high standards.
Salary expectation £25000 - £28000 depending on experience.