Pension Transfer Specialist

Job Description

IRC is proud to be recruiting for an experienced Pension Transfer Specialist for our client who is one of the leading Defined Benefit Transfer Bureaus in the UK today.

The successful candidate will be a G60/ AF5/ AF7 qualified IFA or Pension Transfer Specialist with extensive experience advising on Defined Benefit Pension Transfers.

They have a full team of back office staff responsible for adviser support, research and paraplanning. 

Required Qualifications: G60/ or AF5 or AF7 & Level 4 Diploma in Financial Planning and have at least 3 years in a financial advisory role.

Required Skills: At least 3 years in a financial advisory role.

The key duties of the role are listed below. Due to the nature of the business the role may also include additional responsibilities considered reasonable by the Company;]

 

Provide strategic advice across a variety of financial products and services (Defined Benefit Pensions, Pensions, Investments & Savings, Protection)

Assess client's financial circumstances, understand their needs and develop a comprehensive financial plan.

Make recommendations to clients that meet their goals and ambitions

Cultivate the client base and build relationships
Keep abreast of new industry developments and research the market to ensure that knowledge is current
Keep up to date with financial products and legislation and comply with all industry rules and regulations

 

If you are an experienced PTS and are looking to work with one of the most progressive firms in the industry then please apply today.