Pension Transfer Advisor

Jobsinkent; Greater London; Hybrid; CAD 104.000 - 141.000; Vollzeit

Benefits dieser Stelle

Hybrid working

Bonus/commission structure

Training and development

Career progression opportunities

On-site parking

Zusammenfassung

Jobsinkent is seeking a Pension Transfer Advisor to join our growing financial services team. The role offers hybrid working and a pathway to advanced qualifications, with a focus on regulated pension transfer advice and delivering high-quality client outcomes.

You'll conduct detailed fact-finds, prepare compliant reports, and build lasting client relationships while ensuring FCA standards. The successful candidate will hold a Level 4 Diploma in Financial Advice and a Pension Transfer Specialist

Qualifikationen

• Holds a Level 4 Diploma in Financial Advice and Pension Transfer Specialist qualification or strong DB pension knowledge.
• Proven experience providing pension transfer advice to clients.
• Excellent knowledge of pension products, transfer processes and regulatory requirements.
• Strong analytical and communication skills with a client-focused approach.
• Professional, ethical conduct and ability to build lasting relationships.

Aufgaben

• Providing specialist, regulated advice on pension transfers (DB to DC).
• Conducting client fact-finds and assessing suitability of recommendations.
• Preparing and presenting compliant financial advice reports.
• Building and maintaining long-term relationships with clients.
• Ensuring advice complies with FCA requirements.
• Working with internal teams to deliver a seamless client experience.
• Keeping up to date with pension legislation and industry developments.

Kenntnisse

Analytical skills

Communication skills

Interpersonal skills

Client relationship management

Ausbildung

Level 4 Diploma in Financial Advice

Pension Transfer Specialist qualification

Jobbeschreibung

! 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

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