Pension Transfer Advisor

2 weeks ago


Ellesmere Port, Cheshire, United Kingdom Ortus PSR Full time

Financial Advisor – Expat Advisory Team | Ortus PSR

Are you a fully qualified Financial Advisor (Level 4, SPS) with a pension transfer qualification, looking for a challenging and rewarding role? Our client, a leading wealth management firm, is seeking a talented individual to join their expanding Expat Advisory Team.

About the Role: This exciting position involves working with a wide range of expat clients, focusing on three key areas:

  • Client Portfolio Management: Provide annual reviews and ongoing advice to expat clients with UK pensions, ISAs, Bonds, and Investment accounts.
  • New Business Development: Handle new enquiries from UK-based financial advisors who no longer serve expat clients.
  • Project-Based Work: Advise former UK employees now living abroad on their pension entitlements, with ongoing projects for major international companies, including a 110-member project for one of the world's largest engineering firms and upcoming work with a leading consulting firm advising 50+ expats in Ireland.

Why Choose Ortus PSR?

  • Compensation Package: £47,500 + quarterly bonus (OTE £60K-70K)
  • Benefits: Pension, Death in Service (DIS), and healthcare cash plan
  • Future Opportunities: Share incentive plan launching in the near future

This role offers a unique blend of client management, new business development, and project-based work, making it both varied and engaging. Join a team where you can truly make an impact on clients' financial futures.

Key Responsibilities:

  • Provide expert advice on pension transfers and investment management
  • Develop and maintain strong relationships with expat clients
  • Identify new business opportunities and develop strategies to pursue them

Requirements:

  • Level 4, SPS qualification
  • Pension transfer qualification
  • Strong communication and interpersonal skills

What We Offer:

  • A dynamic and supportive team environment
  • Opportunities for professional growth and development
  • A competitive compensation package

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