Pension Transfers Technician

  • Location:

    Manchester, Greater Manchester

  • Sector:

    Financial Services

  • Job type:

    Full Time

  • Salary:


  • Contact:

    Antonia Mihaylova

  • Contact email:

  • Job ref:


  • Published:

    5 months ago

  • Expiry date:


  • Start date:


Are you a Pension Transfers Technician looking for a challenging new role to co-ordinate all aspects of service and support for our client? You will be based out of Manchester and be earning a salary in the range of £35,000 - £40,000 with excellent on-site PTS training to assist your career development and progression.

As a Pension Transfers Technician, you will provide professional support and assistance to the Pension Transfer Specialists (PTS) and client service process.

Your principal PTS accountabilities:
? Keep up to date with training and supervision requirements as set out in the T&C Scheme.
? Act with integrity and professionalism; paying regard to the interests of the customers (treating them fairly), and being open and co-operative.
? Gather information on the telephone from clients and 3rd parties, including insurance companies and scheme administrators.
? Complete client fact finds and supports the PTS in client fact-finding.

To advance in the interview process, you should be QCA Level 4 qualified. It would help if you also were working towards AF7 and have at least two year's industry experience. Ideally, the role would suit somebody who wishes to progress to a Pension Transfer Specialist Adviser role.

Do you possess these core competencies?
? Up to date knowledge of products and services available in the market to assist advisers with research.
? Analytical and strategic by nature, you must have excellent organisational skills, meticulous attention to detail and technical capability.
? Exceptional collaboration, oral and written communication skills
? Able to manage workflow and communicate effectively and in an inclusive way.
? Strong Microsoft Office skills of a standard to perform many tasks for the role to include use of client database, email, web, and any other systems that are required from time to time.

If this Pension Transfers Technician role in Manchester is your next big opportunity, please do send your CV to Antonia and apply below.

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