Hybrid Pension Transfer Advisor | Flexible Work & Growth

Recruitment Solutions; Greater London; Hybrid; GBP 55,000 - 75,000; Full time

Benefits offered by this job

Hybrid and flexible working options

Modern offices

Free on-site parking

Training and development

Job summary

Recruitment Solutions is seeking a Pension Transfer Advisor for a hybrid role on the North Kent/Southeast London border. You will provide specialist pension transfer advice, build long-term client relationships, and ensure regulatory standards are met.

The ideal candidate holds a Level 4 Diploma in Financial Advice with Pension Transfer Specialist qualifications or strong DB knowledge, and has proven experience delivering regulated pension transfer guidance in a client-focused environment.

Qualifications

• Holds a Level 4 Diploma in Financial Advice.
• Pension Transfer Specialist qualification or strong DB knowledge.
• Proven experience providing pension transfer advice.
• Excellent knowledge of pension products and regulatory requirements.

Responsibilities

• Provide specialist regulated pension transfer advice.
• Conduct client fact-finds and assess suitability of recommendations.
• Prepare and present compliant financial reports.
• Build and maintain long-term client relationships.
• Ensure all advice complies with FCA requirements.
• Collaborate with internal teams to deliver a seamless client experience.
• Stay up-to-date with pension legislation and industry developments.

Skills

Pension transfer advice

Analytical skills

Regulatory compliance

Client communication

Education

Level 4 Diploma in Financial Advice

Pension Transfer Specialist qualification

Job description

Recruitment Solutions is seeking a Pension Transfer Advisor for a hybrid role on the North Kent/Southeast London border. You will provide specialist pension transfer advice, build long-term client relationships, and ensure regulatory standards are met.

The ideal candidate holds a Level 4 Diploma in Financial Advice with Pension Transfer Specialist qualifications or strong DB knowledge, and has proven experience delivering regulated pension transfer guidance in a client-focused environment.