- To assist in growing PWP by acting as a PTS for Safeguarded Pension Transfers.
- To work alongside the part-time resource already fulfilling the PTS role.
- To provide pro-active input and sign-off when required, for complex pensions relating to at-retirement services and high earner pension tax planning. This can include large scale project work.
- To work with the management team of PWP, including the Head of Compliance, in order to maintain high standards of compliance and controlling of risk.
- The Specialist Pensions Consultant will support the PWP business on projects which are considered is a need to protect clients and the reputation position of Premier.
- To interrogate Scheme Specifications for schemes where we are appointed by the sponsor to provide retirement advice, to ensure that we have all the information that we need to set up scheme templates within the FinCalc TVAS system.
- To set up scheme templates within the FinCalc TVAS system, and to run test calculations to ensure that our projections are in line with those provided by the scheme.
- To interrogate the data that is to be provided for members of schemes seeking advice where we have been appointed by the sponsor to provide that advice, to ensure that we will be receiving all the information that we need to produce an accurate TVAS
- CII G60 or AF3 examinations essential, plus a commitment to study for the new CII pension transfer exam AF7
- Good IT based experience, including MS Word, Excel and PowerPoint.
- Project Management, including use of either MS Project, Excel and Smart Office.
- The ability to think objectively and without external influence, make important decisions that positively impact on client financial decisions.
- The ability to manage stakeholders at all levels internally and externally with outstanding communication skills.
- Excellent organisational and management skills.
- Organised and thorough, with great attention to detail.
- Strong influencing skills.
- Excellent negotiating skills.
- Commercial awareness and sound judgement.
- At least 10 years of experience in pensions.
- Past experience in dealing with Defined Benefit transfers; high earner pension issues and Pension Freedoms.
-
Pensions Consultant
Found in: SonicJobs Direct Apply UK - 1 day ago
McCabe & Barton London, United Kingdom Full timeA Big 4 consultancy in London is looking to recruit an experienced Pensions Consultant to join their highly successful Pensions Consulting team on a permanent basis. · You will be joining a dynamic team that works with a range of private and public sector clients and will be task ...
-
Pension Consultant
Found in: Ziprecruiter UK C2 - 2 days ago
Russell Tobin London, United KingdomJob Description · Opportunity to work Remotely · We are currently recruiting for multiple headcounts for all sorts of Pension people to join our home-based team. · The Pension Team sits within our Implementation Department whose responsibility is to implement first-class pension ...
-
Pension Consultant
Found in: Jooble UK O C2 - 43 minutes ago
Dynamite Recruitment Solutions Ltd London, United Kingdom Part timeBrand Consultant · 00 P/H + Bonus and fantastic benefits. · The role is part-time (30 hours per week) and offering a permanent contract. · Dynamite Recruitment is currently seeking an enthusiastic and passionate Brand Consultant to join our client's store whichoffers a fantast ...
-
Pensions Consultant and Senior Pensions Consultant
Found in: Jooble UK O L C2 - 5 days ago
Alexander Lloyd England, United KingdomSenior DC Pensions Consultant - London/NationwideThis is your chance to join an industry leading Employee Benefits Consultancy and challenge yourself by working in their pioneering DC Consulting proposition. If you hold the Level 4 Diploma in Regulated Financial Planning and you ...
-
Pension Consultant
Found in: Jooble UK O C2 - 3 days ago
Fourth Enterprises, LLC London, United KingdomFourth is the world's largest and fastest-growing global leader of end-to-end restaurant and hospitality management technology solutions. We pride ourselves on delivering a world-class SaaS experience for our clients by building long term partnerships starting from the first phon ...
-
Pensions Consultant
Found in: Jooble UK O C2 - 2 days ago
Star Actuarial Futures London, United KingdomAre you a non-actuarial pensions consultant, seeking a new challenge within a global firm? Then this is an excellent opportunity to theDC Consulting Team, playing a key role in this exciting area of growth. · A collaborative role acrossthe full spectrum of DC consulting services ...
-
Pension Consultant
Found in: Jooble UK O C2 - 16 hours ago
6point6 London, United KingdomSenior Principal Consultant Defence and Security · As part of the Customer practice, we are focussed on expanding the range and quality of our relationships with senior customers while continuing to deliver the business transformations they demand. · In the capacity of the Defe ...
-
Pensions Consultant and Senior Pensions Consultant
Found in: Jooble UK O C2 - 5 days ago
Alexander Lloyd England, United KingdomSenior DC Pensions Consultant - London/Nationwide · This is your chance to join an industry leading Employee Benefits Consultancy and challenge yourself by working in their pioneering DC Consulting proposition. · If you hold the Level 4 Diploma in Regulated Financial Planning a ...
-
Pension Consultant
Found in: Jooble UK O C2 - 16 hours ago
Access Talent Group London, United Kingdom Part timeFlood Risk Consultant - London - England, London, United Kingdom Flood Risk Consultant · Civil & Structural Engineering, Geotechnical & Environmental · Contract Type · Permanent · Access Talent Group are currently recruiting for a UK Medium sized design consultancy who are lo ...
-
Pensions Consultant
Found in: Jooble UK O C2 - 11 hours ago
Oliver James Associates Ltd. London, United KingdomOpportunity for a strong pensions actuary to specialise further with a market leader in Risk Settlement, GMP Equalisation and Member Options- working from day one in one of these specialist teams · Oliver James are pleased to be representing a leading consultancy with an opportu ...
-
Pensions Consultant
Found in: Jooble UK O C2 - 16 hours ago
Aon Corporation London, United KingdomAon's Pensions Trustee team are currently recruiting Senior Actuarial Consultants across the country (work location is flexible). · As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succ ...
-
Pension Consultant
Found in: Jooble UK O C2 - 9 hours ago
SS&C Technologies London, United KingdomSS&C is a leading global provider of mission-critical, cloud based software and solutions for the financial and healthcare industries. SSNC) is a trusted provider to more than 20000 financial services and healthcare companies, with over 25,000 employees and operations in more tha ...
-
Pensions Consultant
Found in: Jooble UK O C2 - 1 day ago
Adelphi Group United KingdomWith the continued growth of our market access and healthcare value demonstration activities we are seeking an ambitious senior manager level consultant with a genuine passion for understanding and communicating the value of healthcare. You should have a life sciences, health eco ...
-
Pension Consultant
Found in: Jooble UK O C2 - 3 days ago
Gibbs Gillespie United KingdomGibbs Gillespie are looking for a driven individual to join our flagship Ruislip branch as their new Senior Lettings Consultant. · To be considered you will have previous experience within residential lettings and possess excellent communication and customer service skills . The ...
-
Pension Consultant
Found in: Jooble UK O C2 - 16 hours ago
Conversion Factory Ltd United KingdomConversion are the largest dedicated conversion rate optimisation (CRO) and testing agency in the UK. We help our clients better understand their customers - and translate this insight into action. As a business our focus is on helping clients create an unfair competitive advanta ...
-
Pension Consultant
Found in: Jooble UK O C2 - 16 hours ago
Captiva Learning United KingdomThe National College of Education is an independent college of education leadership and management that is dedicated to raising the status of the teaching profession. We provide accessible, outstanding professional learning opportunities for all career pathways within the sector. ...
-
Pensions Consultant and Senior Pensions Consultant
Found in: Jooble UK O C2 - 20 hours ago
Ultimate Banking Ltd London, United KingdomWe are delighted to offer a unique and exciting opportunity to join a dynamic, innovative and fast-growing established fintech lender. If you are truly customer-focussed and want something different to the stuffy, corporate environment of the bigger corporates, then this role is ...
-
Pension Consultant
Found in: Jooble UK O C2 - 6 days ago
Adore Recruitment Ltd London, United KingdomBasic salary £22,000 + £250 training bonus per month for the first 6 months · This is an amazing opportunity for the right candidate to work within a busy sales office · To achieve personal sales and performance targets · Record all relevant data on their CRM system · Manage ...
-
Pensions Consultant
Found in: Talent UK C2 - 1 day ago
PwC London, United Kingdom Full timeThe role · requires travel and, at times, periods spent away from home, · including working overseas. Candidates should have the flexibility to meet · this requirement. Company · Our values define how we do things. And our purpose is why we exist - now more than ever - to bu ...
-
Pension Actuarial Consultant
Found in: Jooble UK O C2 - 2 days ago
Oliver James Associates Ltd. London, United KingdomLeading pensions consultancy seeking an Associate/ Pensions Actuarial Consultant to join their multi-disciplinary team in a fully home-based position · Oliver James are pleased to be working with a leading pensions consultancy seeking an nearly/newly qualified Associate Pensions ...
Specialist Pensions Consultant - Croydon, United Kingdom - Isio
Description
About Us
Isio was 'born' in , and we've been challenging existing thinking on pensions, benefits and investment advice ever since. We provide companies, trustees, and individuals with the highest levels of expertise across our core pensions business, which includes Actuarial & Consulting and Pensions Administration, as well as our complementary services: Investment Advisory, Reward & Benefits and Wealth Planning.
Our heritage gives us a unique edge. Decades of experience, combined with the independence we enjoy today, enables us to be agile and invest quickly in innovative new solutions for our clients and society.
Our relentless focus for better means we challenge tradition with the clear ambition to bring our industry into the modern world. Something we achieve, in close collaboration with our clients, day in, day out.
And while Isio is a young company, our people are some of the most experienced in their fields, bringing track records of having achieved commercial advantage for clients across pensions. Improving on long-accepted industry practices continues to drive us – and our business – forward. We are proud to work with a third of the FTSE , with over boards of trustees, and across all sectors.
Isio are committed to delivering better opportunities for our people and our clients. Since launching, we have acquired Premier Pensions Management Ltd. to extend our service offering to new and existing clients. This year, we acquired Deloitte Total Rewards & Benefits Ltd., positioning Isio as one of the largest pensions advisory businesses in the UK.
We are a People First business, so we want to make sure that you are supported to reach your goals, whatever they may be. We'll support you with studying, be flexible around family life and enable you to give back to the community through paid volunteering days.
We aim to create an environment where you can succeed in a role which makes the most of your existing skills and develops new ones.
We are committed to equality, diversity and inclusion – bringing your whole self to work every day. We have hubs across the UK and many of our roles are flexible in location to help create a work-life balance that works for you.
Isio Group are an equal opportunities employer and we welcome applications from all suitably qualified candidates.
Specialist Pension Consultant
A Pension Technical role designed to support PWP and their consultants in respect of complex pensions.
The role will have primary focus on Safeguarded Pension transfers, with additional focus as and when
required in relation to at-retirement advice, high earner pension tax planning and other complex areas ofpension planning.
The Specialist Pension Consultant will be called upon to fulfil a Pension Transfer Specialist (PTS) role, as and when required.
PWP are often required to provide advice/ services to high earners as well as individuals requiring Pension Freedom advice. In project situations, the Specialist Pension Consultant will play a key part in the design of the service and the technical accuracy of the service delivery.
Role and Responsibilities
Experience and Competencies Required
