Pension Transfer Specialist

15 hours ago


Woking, Surrey, United Kingdom Premier Jobs UK Full time

**Job Title:** Pension Transfer Specialist

**Salary:** £45,000 - £65,000 per annum (dependent on experience)

We are seeking an experienced Pension Transfer Specialist to join our team at Premier Jobs UK. As a Pension Transfer Specialist, you will work closely with clients to provide expert advice on pension transfer strategies.

You will have the opportunity to build relationships with clients, understand their financial goals and objectives, and develop strategies to achieve them. You will also be responsible for managing client portfolios, providing investment advice, and ensuring that clients are aware of any changes in the financial markets.

The ideal candidate will have a Level 4 Diploma in Financial Planning or equivalent and hold CAS status as a Financial Advisor. You will have excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues alike.

We offer a competitive salary, plus benefits, including ongoing training and development opportunities, and a supportive team environment.



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