Pension Transfer Advisor

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

! Excellent Career Opportunity in Finance !

Pension Transfer Advisor - Hybrid working!

Are you an experienced Pension Transfer Advisor looking for a new opportunity within a highly regarded financial services firm?

We're recruiting for an established and growing specialist pension advisory firm located on the North Kent / Southeast London border, with an excellent reputation for providing high-quality, personalised financial advice and exceptional client care.

With a supportive, experienced team and a strong commitment to excellence, this is a fantastic opportunity for a qualified professional looking to take the next step in their career within a forward-thinking organisation.

Working closely with clients to help them make informed decisions about their financial futures, you'll provide specialist pension transfer advice, ensuring recommendations are tailored to individual circumstances and meet the highest professional and regulatory standards.

This is an ideal opportunity for someone who enjoys building long-term client relationships, takes pride in delivering an exceptional level of service and is looking to develop their career within a firm that values both its clients and its people.

What you'll be doing:

• Providing specialist, regulated advice on pension transfers, including Defined Benefit (DB) to Defined Contribution (DC) transfers
• Conducting comprehensive client fact-finds and assessing the suitability of pension transfer recommendations
• Preparing and presenting detailed, compliant financial advice reports
• Building and maintaining strong, long-term relationships with clients
• Ensuring all advice and recommendations comply with FCA regulatory requirements
• Working closely with internal support teams to deliver a seamless and professional client experience
• Keeping up to date with relevant pension legislation, regulations and industry developments

About you:

• Holds a Level 4 Diploma in Financial Advice
• A Pension Transfer Specialist qualification and/or strong technical knowledge of Defined Benefit pensions
• Proven experience providing pension transfer advice
• Excellent knowledge of pension products, transfer processes and relevant regulatory requirements
• Strong analytical skills and the ability to assess complex financial information
• Excellent communication and interpersonal skills, with the confidence to explain complex financial matters clearly to clients
• A professional, ethical, and client-focused approach
• Someone who takes pride in delivering high-quality advice and building lasting client relationships

The ideal candidate will bring a strong combination of technical expertise, commercial awareness and a genuine commitment to achieving positive outcomes for clients.

What's on offer:

• A competitive salary of £65,000, which is negotiable depending on your experience
• An attractive bonus/commission structure
• Hybrid and flexible working options
• Ongoing training and professional development
• Genuine opportunities for career progression within a growing business
• A supportive, experienced and friendly team
• Modern offices with excellent facilities
• Free on-site parking
• The opportunity to join a highly regarded firm where your professional expertise and contribution will be valued