Pension Planning Consultant

Location: Wiltshire
Job Type: Permanent
Salary: £29,000 to £34,000 per annum

Our client, a leading financial advice network are seeking a Pension Planning Consultant (PPC) to be responsible for pre-approval retirement cases for drawdown and annuities, as well as SIPPs.


  • Checking cases of pre-authorisation retirement, annuities and SIPPs cases with a view of completing detailed analysis of each - this will include reviewing and signing off the advice and suitability reports for these products
  • Ensure the cases comply with both internal business compliance procedures and external frameworks
  • Provide feedback to Advisers and a rationale behind any decisions reached
  • Work with both pre-vesting and pre-approval DC pension schemes together with a team of Pension Transfer Specialists
  • Ensure that there is a consistency and quality of decisions in any work and approvals/non-approvals

Skills and qualifications:

  • Strong pensions background and knowledge
  • Must have either AF3 and/or G60 AND/OR the level 4 diploma (ideally with some/all of the following; R04, R08, J04, J05)
  • Experience of drawdown and occupational pensions

If you have the relevant skills and experience for this role then please apply now.

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