Remote DB Pension Transfer Specialist | Flexible Hours

Bond Recruitment; Wilmslow; À distance; GBP 54 000 - 66 000; Plein temps

Avantages offerts par ce poste

Fully remote working

Access to introducer bank (1,700+ IFA)

Paraplanning support

CPD and training

Flexible working: hybrid or remote

Résumé du poste

Bond Recruitment is seeking an experienced Pension Transfer Specialist for a market-leading Defined Benefit pension transfer bureau in the UK. You will advise on DB transfers, collaborating with paraplanning, analysis and compliance teams to deliver well-evidenced outcomes for clients.

Hybrid rota preferred with in-office time, but fully remote arrangements may be considered. Full-time or part-time applications welcome. You will join a supportive team with CPD and ongoing training.

Qualifications

• Must hold pension transfer qualification (e.g. CII AF7 / G60, CISI or LIBF equivalent).
• Level 4 Diploma in Regulated Financial Planning (or equivalent) and SPS.
• Proven experience advising on Defined Benefit pension transfers.
• Strong understanding of FCA DB transfer rules and regulatory environment.
• Clear regulatory record and strong communication skills.

Responsabilités

• Give regulated advice on Defined Benefit pension transfers in line with FCA rules (COBS 19).
• Review TVCs, cash flow modelling and scheme information.
• Conduct fact-finding and advisory meetings with clients, remotely or in person.
• Produce clear, compliant suitability reports with paraplanning support.
• Collaborate with referring IFA partners to keep clients informed.
• Maintain accurate case records in the CRM and keep CPD up to date.

Connaissances

Pension transfers

Regulated advice

FCA rules

Communication

Formation

CII AF7 / G60

Dip Reg Planning SPS

Outils

Selectapension

Cash Calc

Description du poste

Bond Recruitment is seeking an experienced Pension Transfer Specialist for a market-leading Defined Benefit pension transfer bureau in the UK. You will advise on DB transfers, collaborating with paraplanning, analysis and compliance teams to deliver well-evidenced outcomes for clients.

Hybrid rota preferred with in-office time, but fully remote arrangements may be considered. Full-time or part-time applications welcome. You will join a supportive team with CPD and ongoing training.