A&B Recruitment A&B Recruitment

A&B Recruitment

Defined Benefit Consultant

Salary: £41,000 to £61,000

Hours: Full time

Location: Swindon, Wiltshire

Role Purpose:

Our Client has an amazing opportunity to join their team as a Defined Benefit Consultant. In this exciting role, you will be reviewing both the advice and the suitability of the recommendation for the client on behalf of the Pension Transfer Specialist.


  • Responsibility for the checking of advice and suitability of the recommendation completed by the Pension Transfer Specialists.
  • Ensuring your review complies with the COBS Suitable Advice Framework and that a full detailed analysis is completed on each of your cases.
  • Working in collaboration with the Pension Transfer Specialists and Advisers to ensure the clients’ needs are met and any advice issues are resolved.
  • Helping with the alignment of Defined Benefit processes to Pensions Regulations and Legislation, the Financial Services market place and the clients requirements.
  • Ensuring consistency and quality of decisions within the team through quality assessment of your peers and team pulse meetings.
  • Identify and champion improvements to Sales Process and escalate exceptions of Adviser trends.
  • Ensure agreed case targets and Service Level Agreements are met.
  • Undertake all aspects of the role in line with the Clients Codes of Conduct.

Skills and Qualifications:


  • Level 4 Diploma
  • G60, AF3 and/or Certificate in Pension Transfers


  • Chartered status.
  • You will have extensive experience within a Compliance based role in Financial Services and able to handle sometimes difficult and challenging customer situations.
  • A knowledge of COBS products and sales processes, COBS pensions regulations and legislation requirements, Treating Customers Fairly, GDPR and Financial Crime.
  • An excellent communicator, both written and verbal.
  • Sound judgement and decision-making skills.
  • Good analytical and problem-solving ability with a high level of attention to detail.
  • Ability to maintain composure whilst under pressure and to prioritise, organise and delegate accordingly.

To apply for this job email your details to Swindon@abrecruitment.co.uk

Apply using webmail: Gmail / AOL / Yahoo / Outlook

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