Pension Transfer Advisor

Experienced in pension transfer advice and ready for a role where your expertise is genuinely valued?

We’re recruiting for an established and growing specialist pension advisory firm with an excellent reputation for delivering high-quality, personalised advice.

This is a fantastic opportunity for an experienced Pension Transfer Advisor who wants to work with knowledgeable colleagues, build long-term client relationships and develop their career within a supportive, forward-thinking business.

You’ll provide specialist advice on complex pension transfers, helping clients make confident, informed decisions about their financial future.

What you’ll be doing:

• Advising on pension transfers, including DB to DC
• Carrying out detailed client fact-finds and suitability assessments
• Preparing clear, compliant advice and recommendation reports
• Building trusted, long-term client relationships
• Ensuring all advice meets FCA and regulatory requirements
• Working closely with internal support teams
• Keeping up to date with pension legislation and industry developments

What we’re looking for:

You’ll need:

• Level 4 Diploma in Financial Advice
• Pension Transfer Specialist qualification and / or strong DB technical knowledge
• Proven experience providing pension transfer advice
• Strong knowledge of pensions, transfer processes and FCA requirements
• Excellent analytical and communication skills
• A professional, ethical and client-focused approach

What’s on offer:

• £65,000 salary, negotiable depending on experience
• Attractive bonus / commission structure
• Hybrid and flexible working
• Ongoing professional development
• Genuine career progression
• Supportive, experienced team
• Modern offices and excellent facilities
• Free on-site parking

If you’re an experienced Pension Transfer Advisor looking for a specialist role with flexibility, progression and real professional value, this could be an excellent next move.

Don’t miss out! Apply now to be immediately considered for interview!