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DB Pension/ Pension Transfer Specialist up to 100K

Zoek Pin Harrow, Greater London, England

80000.0000 - 120000.0000

Permanent (Full time)

Posted 17 days ago

We are Wealth Management Firm based in London. We operate in the DB and DC Pensions market for UK and well as Expats living abroad.

We are looking for a diploma qualified Pensions Transfer Specialist, Independent Financial Adviser who has expertise in this field.

Must have minimum 2 years’ experience in DB Transfer Advice with clean FCA history and willing work on high volume DB Transfer Cases.

You must hold your AF7/G60, Level 6 PETR or CISI Level 6 Certificate in Pension Transfer & Planning Advice equivalent pension transfer qualification.

You will be analysing client’s suitability for pension transfers, conducting zoom meetings with clients. All admin and Paraplanning work will be done by firm you will need to sign off Pension Transfer Report.

Company can provide remote working with occasional meetings in the office. This could be conducted in London.

Excellent salary, benefits package up to 100K will be available either employed or self-employed basis.

We are also willing to offer Partnership in firm and fantastic earning opportunity to right candidate.

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