Pension Specialist

New Today

We are looking for a knowledgeable and driven professional to join our team as a Pension Sharing Order (PSO) Specialist. This is a key role for an experienced individual with a strong background in pensions and investments, particularly within a regulated financial services environment. You will take the lead on complex PSO cases, act as a point of escalation for key stakeholders, and play an integral part in enhancing our PSO processes, risk controls, and team development. If you thrive on delivering high-quality outcomes, navigating complex regulatory frameworks, and building effective relationships, wed love to hear from you. Responsibilities: Investigate and handle complex Pension Sharing Order (PSO) cases, providing support to the team and Team Leader Assist with PSO complaints and serve as a point of escalation for senior client/IFA/solicitor communications Support the Team Leader in training and developing the team for PSO handling to build internal confidence Review and improve PSO processes and procedures, identifying risks and controls whilst ensuring compliance with appropriate rules Manage complex PSO queries, approve calculations, and collaborate with the Technical team to resolve outstanding cases Contribute to operational resilience planning and supp...
Location:
Salford
Salary:
£30,000
Category:
Accounting & Finance

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