Pension Transfer Specialist

  • Job Reference: 332
  • Date Posted: 15 August 2022
  • Recruiter: Independent Resourcing Consultancy
  • Location: Ellesmere Port, Cheshire
  • Remote Working: Some remote working possible
  • Salary: £33,000 to £45,000
  • Sector: Financial Advisers
  • Job Type: Permanent
  • Contact: Jon Minns
  • Email:

Job Description

Our client is an international provider of financial services with offices in strategic global locations, we are urgently seeking two G60/ AF3 or AF7 qualified Independent Financial Advisers or Pension Transfer Specialists (one who could possibly relocate to California) to visiting the clients in their countries of residence, literally all over world ranging from USA to Europe to Singapore, Hong Kong, China, the UAE. 

This is a great opportunity for international travel. There is the opportunity for the US work to be done by someone based in their California office.

Surely the most exciting Adviser opportunity to appear for a long time

  • Are you G60/AF3 or AF7 qualified?
  • Do your circumstances allow you the freedom to travel the world?
  • Every month would see you in a different part of the world ranging from the USA, to Europe and South East Asia.
  • Fully expensed travel; good basic salary and monthly guaranteed bonus from day 1.

Our client has long term, fixed fee contracts with a number of well-known international actuarial and pension trustee firms, to advise former UK pension members, now resident overseas, in respect of enhanced transfer value offers being made available to them.

The candidate will be expected to conduct between 10 and 15 fact-find meetings per month, completing a subsequent report and recommendation on the viability of the proposed transfer offer and at the same time looking for other financial planning opportunities.

The monthly bonus payment will be made on each completed report and any additional and extraneous business that my emerge from the fact finding process.

Based upon the minimum target of 10 reports per month we would expect the successful candidate to earn a minimum of £75,000 per annum 

If you are AF3 or AF7 or G60 qualified and interested in servicing financial planning clients on a global basis please apply today and we call you to discuss the role in more detail.