MB Fitzgerald are currently working with the Financial Planning division of a top 10 Accountancy Practice to recruit a Pension Specialist for their Compliance team.
The role will be to undertake the pre-approval of high risk reports with a focus on Pension Transfers. You will be working alongside the company's Paraplanners and Financial Planners to provide advice and guidance on compliance/ technical matters and ensure that client files meet regulatory standards.
You will be working alongside another 'Pension Specialist', within a Compliance team of 6 who will be on hand to provide support. The Birmingham office is busy and the company's Financial Planning team is their fastest area of growth, making it an exciting time to be joining the business.
Candidates will come from a similar compliance background, preferably an IFA practice and will be qualified to Level 4 Diploma Financial Planning. You MUST have the G60, AF3 or AF7 qualification as there will be pension specific duties that require this qualification. Candidates might also come from a Financial Adviser or Paraplanner background if they have a keen interest in Compliance.
On offer is an exceptional career opportunity at a company that will provide plenty of opportunities to progress in the future. They will offer a generous basic salary as well as a first class benefits package including Pension, PMI, Income protection, Season Ticket Loan and a range of flexible benefit options.