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!

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