Guaranteed Pension Specialist

Who are Diligenta?

Diligenta's vision is to be acknowledged as Best in-class Platform based Life and Pensions Administration Service provider. Customer service is at the heart of everything we do and our aim is to transform our clients' operations. A business that has been described as 'home' by existing employees, we drive a culture that is founded on positive change and development.

The Opportunity

Due to internal retirements, our Pension Specialist team are now looking for a Guaranteed Pension Sepcialist to join us on this exciting journey. This involves pension calculations and resolving small and complex cases. This is an excellent opportunity to fully master the role within 2 years and obtain FA2 qualification (if not held already).

You'll be:

  • Calculating pension losses on a case-by-case basis as part of the Pension Review Benefit Guarantee loss assessment process
  • Checking pension guarantees and gather data & responses from policyholders/IFA, etc.
  • Sending formal offers to customer's impacted by un-sound pension advice
  • Taking ownership of each assigned case and ensure all processes comply to relevant legislation
  • Obtaining FA2 qualification within 2 years (employer funded)

You should apply if you:

  • Are knowledgeable in Life & Pensions
  • Have a proven record of working a similar pensions or financial services position
  • Are highly numerate
  • Own FA2 qualification or committed to obtain one (with employer finding)
  • Are proactive, self-starter

The Perks

  • 23 days holidays + 8 bank holidays
  • Free parking, onsite gym and restaurant
  • Discretionary annual bonus
  • Company pension scheme membership
  • Gain professional accreditation on completion at no extra cost through our bespoke 24/7 professionally accredited online learning and development tools
  • Access to our Confidential Helpline is available to be used by you and your family
  • Develop your career through a wider global organisation of the TCS family
Company
Diligenta
Posted
05/01/2022
Location
Eastern England, England, UK