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Permanent

Pension Transfer Advisor

Recruitment Solutions
London
money-bag £50000 Annual
Posted: 16 June 2026 (Yesterday)
Closing date: 16 July 2026
Ref: 3123051186

Pension Transfer AdvisorLocation: Kent / Hybrid options available Salary: Competitive + Bonus + Excellent BenefitsWe 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 RoleAs 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 ResponsibilitiesProvide regulated advice on pension transfers, including DB to DC transfersConduct full client fact-finds and assess suitability of recommendationsPrepare and present detailed, compliant reportsMaintain strong, long-term client relationshipsEnsure all advice meets FCA regulatory standardsWork collaboratively with paraplanners and administration teamsAbout YouLevel 4 Diploma in Financial Advice (essential)AF3 / G60 / Pension Transfer Specialist qualification (preferred)Proven experience advising on pension transfersStrong technical knowledge of pensions and regulatory requirementsExcellent communication and client-facing skillsProfessional, ethical, and client-focused approachWhat''s on OfferCompetitive salary with bonus/commission structureHybrid / flexible working optionsSupportive and friendly team environmentOngoing training and professional ..... full job details .....

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