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:
Pension Transfer Advisor in Orpington employer: Recruitment Solutions Careers
Join a leading Air-Conditioning Service company in Kent, where your expertise as an Experienced Air Conditioning Service Engineer will be valued and rewarded. Enjoy a supportive work culture that prioritises continuous training and development, alongside competitive benefits such as a new van, specialist tools, and 28 days of annual leave. With a focus on customer satisfaction and a commitment to high-quality service, this role offers the perfect opportunity for growth in a dynamic environment.
Contact Details:
Recruitment Solutions Careers Recruitment Team
