Pension Switching File Reviewer

Thu 15 Nov 2018

South West - Day rates from £300 per day

One of the UK's leading providers of skilled technical resource supporting the regulatory environment are offering fantastic opportunities within the financial services industry for a multi-national client In South west.


The role of Pension Switching Reviewer will be working on a major project for a large UK organisation and offers excellent opportunities to progress within a growing project

As a Pension Switching Specialist, you will:

  • Review Scheme Information and assess suitability of advice
  • Review the fact-find, TVAS and risk profile of the client
  • Decide whether a transfer is in the client’s best interest
  • Review the IFA’s recommendation in line with the client risk profile
  • Request a Suitability Report from our outsourced Paraplanner
  • Review the Suitability Report before sending to the IFA and Client

To be a successful Pension Switching Specialist you will have the following skills and experience:

  • Must have G60, AF3, AF7 or AwPETR.
  • Strong knowledge of defined benefit pension and the regulations surrounding them.
  • Must have recent experience in advising on defined benefit pension transfers.
  • Extremely professional, well presented and motivated with a strong work ethic.

Email CV@hazellcarr.com ​ for further details.