A&B Recruitment A&B Recruitment

A&B Recruitment

TVAS Consultant

Salary: £41,000 to £61,000

Hours: 9am to 5pm, Monday to Friday

Location: Swindon, Wiltshire


Produce Transfer Value Analysis reports as requested by the Pension Transfer Specialists. Request, collate and analyse information from Defined Benefit schemes to ensure reports are completed in line with company Service Level Agreement.

Main Accountabilities

  • Responsibility for the compiling and processing of Transfer Value Analysis reports requested by the Pension Transfer Specialists
  • Completion of QA for peers
  • Act as a point of expertise for Partner’s, Sales Management, QRMs and the wider business to ensure that their needs are met
  • Undertake all aspects of the role in an ethical, compliant, diplomatic and professional manner

Key Activities

Alignment of Transfer Value Analysis (TVAS) process to Pension Regulation and Legislation, Financial Services market place and company changes.

Task Management

  • Ensure case targets and SLAs are achieved
  • Ensure consistency and quality of TVAS reports
  • Identify and champion improvements to Sales Process

Key Relationships

Build and maintain professional and effective relationships with the following stakeholder groups.

  • Advisers
  • PAs and Paraplanners
  • Practice Principles
  • Practice Supervisors
  • Support Centre
  • Sales Process
  • Sales Review Team/Complaints
  • T&C
  • Learning and Development
  • Governance


The following qualification is essential:

  • Diploma (PFS)

The following qualifications are advantageous:

  • G60 or AF3 or Certificate in Pension Transfers
  • Chartered


The following experience is essential:

  • Minimum of 5 years within Financial Services
  • Dealing with difficult customer situations

The following experience is advantageous:

  • Leading change initiatives

Knowledge of the following is essential:

  • COBs product and sales process
  • COBs pensions regulation and legislation requirements
  • TCF
  • Data Protection
  • Financial Crime

Competencies and Skills

  • Strong influencing skills
  • Strong relationship and interpersonal skills
  • Clear written and spoken communication skills
  • Sound judgement and decision-making skills
  • Good analytical and problem-solving ability
  • Able to maintain composure whilst under pressure
  • Good delegation skills
  • Attention to detail
  • Ability to prioritise and organise
  • Flexibility

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

Apply using webmail: Gmail / AOL / Yahoo / Outlook

About the author