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Graduate Pensions Transfers Analyst

Orpington, Kent
£20,000 to £23,000
Job Type
7 Sep 2022

Graduate Pensions Transfers Analyst

Orpington - up to £23,000 experience dependent

An expanding Financial services Group who have been recognized by industry bodies and regulators for excellence are looking to recruit a numerical Graduate who can review and provide complex reports & analysis on Pension Transfers.

The company are a leading firm within this specialist field, helping clients and financial advisors navigate the complex world of pension transfers by providing unparalleled Pension & Investment Advice based on strong analysis, reporting and best practices. They have grown exponentially over the past few years due to a continual increase in new business and they are looking to expand further. This is an exciting time to join a growing dynamic company who will provide excellent future career prospects, training and development.

Specifics of the role will include -

  • Conduct in-depth transfer value analysis reports which provide clients with complex assessments of their current pension situation and whether to transfer out.
  • Complete Pension Reviews for a range of different Pension schemes
  • Review scheme information and highlight any areas where values or information could be missing
  • Contact Pension Scheme Administration firms to request scheme information. Hold in depth discussions gathering and reviewing complex information.
  • Make adjustments to analysis based upon new information or reports gathered. Ensure consultants have all the required accurate information.
  • Develop an awareness of compliance, confidentiality and regulatory policy.
  • Build a comprehensive knowledge of different pension schemes.

This role would suit someone who has strong numerical skills, is confident using excel and would enjoy working with complex information and schemes.

The company pride themselves on creating a welcoming, friendly office environment and will invest heavily in your development and wellbeing. This is a great time to join as they look to expand further throughout the remainder of 2022.

For more information, please contact Richard Garbett.

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  • Job Reference: 706198442-2
  • Date Posted: 7 September 2022
  • Recruiter: Oval Recruit
    Oval Recruit
  • Location: Orpington, Kent
  • Salary: £20,000 to £23,000
  • Sector: Insurance & Superannuation
  • Job Type: Permanent