Pensions Transfer Specialist

Recruitment Connection Ltd
26th May 2022
London , Home, United Kingdom
Job Type
Negotiable From £60k + benefits
South East


Pensions Transfer Specialist

Home or London based 

Negotiable from £60k  + benefits

My client is a leading provider of financial advice for UK residents and also for expatriate clients living in primarily Southern Europe. In response to the high and growing numbers of existing and potential clients they are looking to expand its already successful pensions team.

As part of the role you will act as the company’s pension specialist assisting, supporting and advising the company’s partners and their clients looking to retire overseas and transfer their pension scheme to a new jurisdiction. You will be working with the sales team, providing analysis and report writing on the suitability of making a transfer, information on any relevant compliance changes and updates with regards to the pension transfer market including occupational pension transfers. You will also provide support to the leadership team and want to move into a leadership role in the future.


  • This role would suit an experienced pensions IFA or paraplanner who is diploma qualified with ideally AF7 / AF3 or equivalent and who has experience in pensions and at retirement solutions.
  • Be capable to work both independently and within a team.
  • You must have good verbal and written communication skills.
  • A through understanding of the transfer market.
  • Ideally have leadership skills and would like to develop this further.

The role can be home based or a mix of London & home and may well entail travel to Southern Europe when required. This is an excellent opportunity to join a long established and renowned financial advisory company as it looks to expand its services throughout southern Europe.

Ref: 5146

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