Pension Transfer Advisor

Pension Transfer Advisor

We are currently looking for an experienced Pension Transfer Advisor  to join a highly regarded and well-established financial services firm.

This is a fantastic opportunity to join a supportive, professional team with a renowned reputation for client care and technical excellence.

The Role:

You will provide high-quality, compliant financial advice to clients considering transferring their pensions, ensuring all recommendations are in the clients’ best interests.

Key Responsibilities:

• Provide regulated advice on pension transfers, including DB to DC transfers
• Conduct full client fact-finds and assess suitability of recommendations
• Prepare and present detailed, compliant reports
• Maintain strong, long-term client relationships
• Ensure all advice meets FCA regulatory standards
• Work collaboratively with support teams

About You:

• Level 4 Diploma in Financial Advice
• Pension Transfer Specialist qualification and/or knowledge of DB pensions
• Proven experience advising on pension transfers
• Strong technical knowledge of pensions and regulatory requirements
• Excellent communication and client-facing skills
• Professional, ethical, and client-focused approach

On Offer:

• Competitive salary with bonus/commission structure
• Hybrid / flexible working options
• Supportive and friendly team environment
• Ongoing training and professional development
• Clear career progression within a growing business
• Modern offices with excellent facilities
• Free parking

This is an excellent opportunity for a qualified advisor looking to join a forward-thinking firm where your expertise is valued, and your career can progress.

Apply today or contact our team for a confidential discussion: