Pension Transfer Specialist - Financial Adviser

  • Location


  • Sector:

    Financial Planning

  • Job type:


  • Salary:

    £40000 - £50000 per annum + plus Bonus and Benefits, negotiable

  • Contact:

    David Everingham

  • Contact email:

  • Job ref:


  • Published:

    15 days ago

  • Expiry date:


  • Consultant:

    David Everingham

Pension Transfer Specialist - Financial Adviser - Manchester / Home based - up to £50K plus Benefits and Bonus

MB Fitzgerald Recruitment are currently recruiting for a Pension Transfer Specialist Financial Adviser to join a growing Financial Services business based in Manchester. The company specialise in providing a Pension Transfer Advice Service to a large bank of existing clients.

We are looking for a qualified Pension Transfer Specialist who has recent experience of providing advice on DB Transfers. Candidates must be Diploma Qualified as a minimum as well as having AF3, AF7 or equivalent Pension Transfer Specialist qualification.

The successful candidate will work closely alongside the existing team of Pension Transfer Specialists and will be encouraged to discuss cases to ensure the right outcome for the client. This is not a data gathering or admin based role, nor is it a sales role. The position will not require business development or any transferrable clients, rather focusing on delivering a high quality service and the right advice.

You would have the full support of their internal admin, paraplanning and compliance functions.

The role can be home based or office based (or a mix of both) and will pay a competitive basic salary of up to £50,000 plus Benefits and a Discretionary Bonus.