At a Glance
- Tasks: Provide expert advice on pension transfers and build strong client relationships.
- Company: Reputable financial services firm known for client care and technical excellence.
- Benefits: Competitive salary, bonus structure, hybrid working, and ongoing training.
- Other info: Clear career progression and modern office facilities with free parking.
- Why this job: Join a supportive team and make a real difference in clients' financial futures.
- Qualifications: Level 4 Diploma in Financial Advice and experience in pension transfers.
The predicted salary is between 40000 - 50000 £ per year.
We are currently recruiting 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 strong reputation for client care and technical excellence.
The Role
As a Pension Transfer Advisor, you will provide high-quality, compliant financial advice to clients considering transferring their pensions, ensuring all recommendations are in the client’s 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 paraplanners and administration teams
About You
- Level 4 Diploma in Financial Advice (essential)
- AF3 / G60 / Pension Transfer Specialist qualification (preferred)
- 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
What’s 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 now for immediate consideration!
Pension Transfer Advisor employer: Recruitment Solutions
Join a highly regarded financial services firm in Kent, where you will be part of a supportive and professional team dedicated to client care and technical excellence. With competitive salaries, hybrid working options, and a strong focus on ongoing training and career progression, this is an excellent opportunity for a Pension Transfer Advisor to thrive in a friendly environment that values your expertise and fosters your growth.
