Not logged in to Jobsinsurrey.com?

  

Login with your social media account

   Log in with Google

Or click here for our login page

By continuing to sign in, you agree to Jobsinkent's Terms , Cookie and Privacy Policies. An account will be created for you with the same email address used for your social account, if you don’t already have an account associated with that email address.

Application Form

Pension Transfer Advisor

£65000

Orpington, Greater London

Recruitment Solutions South East Ltd

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!

Find our 3 branches on Facebook, Twitter and Instagram to make sure you hear about all our new roles! Alternatively, check out our brand new website - www.recsol.co.uk

By submitting your CV for consideration, you are consenting to its retention for the purpose of securing you work. Any information you provide in response to this advertisement will be subject to the protection of GDPR, our policy for which can be found at our company website

Contact Details

Cover Letter

Use this space to outline your skills, experience and reason for applying.