Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Oversee compliance and regulatory aspects of DB pension transfer advice.
- Company: Join a growing, FCA-regulated IFA Network with a supportive team.
- Benefits: Salary is negotiable, with flexible working arrangements available.
- Why this job: Utilize your financial services experience in a dynamic growth environment.
- Qualifications: Relevant qualifications like AF7/AF8/G60/PETR are required.
- Other info: Be part of an exciting growth program within a robust institution.
The predicted salary is between 36000 - 60000 £ per year.
Pension Transfer Specialist Support Salary negotiable Working arrangements to be discussed Are you looking for a role where you can use your experience of working within the financial services industry and in particular, advice relating to the transfer of Defined Benefit (DB) Pension arrangements. If so, this might be what you have been looking for. You may have been in a role where you were overseeing the advice process, performing file reviews of pension transfer advice, or perhaps, even providing the advice personally. If so, this role will enable you to use all that experience and expertise. You will be overseeing the compliance and regulatory aspects of DB transfer advice within a financial services network. The business will require that you hold a relevant qualification demonstrating your expertise such as AF7/AF8/G60/PETR. The Business The business is an FCA-regulated, growing IFA Network. They are a robust, institutionally backed group, with a diverse, supportive, and highly experienced team. They have been in existence for many years and are currently embarking on an exciting growth programme. The Role This role is varied and will see you getting involved in several areas that support the overall success of the network. You will provide support and guidance to member firms and advisors, undertaking pre-sale file checks…
Pension Transfer Specialist employer: Finlink Ltd
Contact Detail:
Finlink Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Pension Transfer Specialist
✨Tip Number 1
Make sure to highlight your experience in the financial services industry, especially any roles related to Defined Benefit Pension arrangements. This will show that you understand the complexities of pension transfers and can hit the ground running.
✨Tip Number 2
Familiarize yourself with the compliance and regulatory aspects of DB transfer advice. Being knowledgeable about these areas will demonstrate your commitment to maintaining high standards in your work.
✨Tip Number 3
If you hold any relevant qualifications like AF7, AF8, G60, or PETR, be sure to mention them. These credentials are crucial for this role and will set you apart from other candidates.
✨Tip Number 4
Network with professionals in the financial services sector, particularly those involved in pension advice. Building connections can provide valuable insights and potentially lead to referrals for the position.
We think you need these skills to ace Pension Transfer Specialist
Some tips for your application 🫡
Highlight Relevant Experience: Make sure to emphasize your experience in the financial services industry, particularly any roles related to Defined Benefit (DB) Pension arrangements. Detail your responsibilities and achievements in overseeing advice processes or performing file reviews.
Showcase Qualifications: Clearly list your relevant qualifications such as AF7, AF8, G60, or PETR. This will demonstrate your expertise and compliance with the requirements of the role.
Tailor Your Application: Customize your CV and cover letter to reflect the specific skills and experiences that align with the job description. Use keywords from the job posting to make your application stand out.
Proofread Your Documents: Before submitting your application, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial services sector.
How to prepare for a job interview at Finlink Ltd
✨Showcase Your Financial Services Experience
Make sure to highlight your previous roles in the financial services industry, especially those related to Defined Benefit Pension arrangements. Be prepared to discuss specific examples of how you've overseen the advice process or performed file reviews.
✨Demonstrate Compliance Knowledge
Since this role involves overseeing compliance and regulatory aspects, it's crucial to demonstrate your understanding of relevant regulations. Brush up on FCA guidelines and be ready to discuss how you ensure compliance in your work.
✨Highlight Relevant Qualifications
Mention any qualifications you hold that are relevant to the role, such as AF7, AF8, G60, or PETR. This will show that you have the necessary expertise and commitment to the field.
✨Express Enthusiasm for Growth
The company is embarking on an exciting growth program, so express your enthusiasm for being part of a growing team. Share your thoughts on how you can contribute to their success and support member firms and advisors.
