Current jobs related to Pension Transfer Specialist - Ellesmere Port - CF30 Consulting (Independent Recruitment Consultancy)
-
Pension Transfer Advisor
3 weeks ago
Ellesmere Port, Cheshire, United Kingdom Ortus PSR Full timeFinancial 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...
-
Transfer Station Supervisor
4 months ago
Ellesmere Port, United Kingdom Tradebe Environmental Services Full timeTradebe currently require a Transfer Station Supervisor based in Ellesmere Port on a permanent basis. **Main Purpose of the Job** To assist the Transfer Station Manager in the safe, compliant and efficient operation and development of Cheshire Waste Management Centre. To ensure Tradebe’s incoming waste loads are receipted in line with EMS procedures. To...
-
Employed Financial Planner
3 weeks ago
Ellesmere Port, Cheshire, United Kingdom Cameron James Full timeWe are seeking a highly skilled and experienced Financial Services Specialist to join our Cameron James team. As an Expat Advisory Team Member, you will be responsible for providing expert advice to clients who have left behind UK pensions, ISA's, bonds, and investment accounts.The successful candidate will be based at our Head office and will be involved in...
-
Employed Financial Planner
3 weeks ago
Ellesmere Port, Cheshire, United Kingdom Cameron James Full timeWe are seeking a highly skilled and experienced Financial Services Specialist to join our Cameron James team. As an Expat Advisory Team Member, you will be responsible for providing expert advice to clients who have left behind UK pensions, ISA's, bonds, and investment accounts.The successful candidate will be based at our Head office and will be involved in...
-
Financial Services Specialist
1 week ago
Ellesmere Port, Cheshire, United Kingdom Bond Rec Full timeAbout Bond Rec: Our client is a leading provider of financial services with a global presence. We are seeking a skilled Financial Services Specialist to join our team at our Head Offices in Ellesmere Port. The successful candidate will work with well-known international actuarial and pension trustee firms to advise former UK pension members on enhanced...
-
Financial Services Specialist
1 week ago
Ellesmere Port, Cheshire, United Kingdom Bond Rec Full timeAbout Bond Rec: Our client is a leading provider of financial services with a global presence. We are seeking a skilled Financial Services Specialist to join our team at our Head Offices in Ellesmere Port. The successful candidate will work with well-known international actuarial and pension trustee firms to advise former UK pension members on enhanced...
-
Financial Services Specialist
1 week ago
Ellesmere Port, Cheshire, United Kingdom Bond Rec Full timeAbout Bond Rec: Our client is a leading provider of financial services with a global presence. We are seeking a skilled Financial Services Specialist to join our team at our Head Offices in Ellesmere Port. The successful candidate will work with well-known international actuarial and pension trustee firms to advise former UK pension members on enhanced...
-
Financial Services Specialist
1 week ago
Ellesmere Port, Cheshire, United Kingdom Bond Rec Full timeAbout Bond Rec: Our client is a leading provider of financial services with a global presence. We are seeking a skilled Financial Services Specialist to join our team at our Head Offices in Ellesmere Port. The successful candidate will work with well-known international actuarial and pension trustee firms to advise former UK pension members on enhanced...
-
Financial Services Specialist
6 days ago
Ellesmere Port, Cheshire, United Kingdom Bond Rec Full timeAbout Bond Rec:Bond Rec is an international provider of financial services with a global presence. We are seeking an experienced Financial Services Specialist to join our team at our Head Offices in Ellesmere Port.About the Role:We are urgently seeking a Pension Transfer Consultant to advise former UK pension members, now resident overseas, in respect of...
-
Financial Services Specialist
6 days ago
Ellesmere Port, Cheshire, United Kingdom Bond Rec Full timeAbout Bond Rec:Bond Rec is an international provider of financial services with a global presence. We are seeking an experienced Financial Services Specialist to join our team at our Head Offices in Ellesmere Port.About the Role:We are urgently seeking a Pension Transfer Consultant to advise former UK pension members, now resident overseas, in respect of...
-
Financial Planning Specialist
7 days ago
Ellesmere Port, Cheshire, United Kingdom Cameron James Full timeExpat Advisory Team MemberWe are seeking a highly qualified and experienced professional to join our Expat Advisory Team at Cameron James. The successful candidate will be based at our Head office, located just outside Chester, and will be responsible for managing a client bank of expats who have left behind UK pensions, ISA's, bonds, and investment...
-
Financial Planning Specialist
1 week ago
Ellesmere Port, Cheshire, United Kingdom Cameron James Full timeExpat Advisory Team MemberWe are seeking a highly qualified and experienced professional to join our Expat Advisory Team at Cameron James. The successful candidate will be based at our Head office, located just outside Chester, and will be responsible for managing a client bank of expats who have left behind UK pensions, ISA's, bonds, and investment...
-
Financial Planning Specialist
3 days ago
Ellesmere Port, Cheshire, United Kingdom Cameron James Full timeExpat Advisory Team MemberWe are seeking a highly qualified and experienced professional to join our Expat Advisory Team at Cameron James. The successful candidate will be based at our Head office, located just outside Chester, and will be responsible for managing a client bank of expats who have left behind UK pensions, ISA's, bonds, and investment...
-
Financial Planning Specialist
3 days ago
Ellesmere Port, Cheshire, United Kingdom Cameron James Full timeExpat Advisory Team MemberWe are seeking a highly qualified and experienced professional to join our Expat Advisory Team at Cameron James. The successful candidate will be based at our Head office, located just outside Chester, and will be responsible for managing a client bank of expats who have left behind UK pensions, ISA's, bonds, and investment...
-
Financial Planning Specialist
13 hours ago
Ellesmere Port, Cheshire, United Kingdom Cameron James Full timeExpat Advisory Team MemberWe are seeking a highly skilled and experienced professional to join our expat advisory team at Cameron James. The successful candidate will be based at our Head office, located just outside Chester, and will be responsible for managing a client bank of expats who have left behind UK pensions, ISA's, bonds, and investment...
-
Financial Planning Specialist
14 hours ago
Ellesmere Port, Cheshire, United Kingdom Cameron James Full timeExpat Advisory Team MemberWe are seeking a highly skilled and experienced professional to join our expat advisory team at Cameron James. The successful candidate will be based at our Head office, located just outside Chester, and will be responsible for managing a client bank of expats who have left behind UK pensions, ISA's, bonds, and investment...
-
Independent Financial Advisor
1 week ago
Ellesmere Port, United Kingdom Bond Rec Full timeAbout the Company: Our client is an international provider of financial services with offices in strategic global locations, they are urgently seeking an Independent Financial Adviser or Pension Transfer Specialist to work from their Head Offices in Ellesmere Port. Our client has long term, fixed fee contracts with a number of well-known international...
-
Independent Financial Advisor
1 week ago
Ellesmere Port, United Kingdom Bond Rec Full timeAbout the Company: Our client is an international provider of financial services with offices in strategic global locations, they are urgently seeking an Independent Financial Adviser or Pension Transfer Specialist to work from their Head Offices in Ellesmere Port. Our client has long term, fixed fee contracts with a number of well-known international...
-
Independent Financial Advisor
1 week ago
Ellesmere Port, United Kingdom Bond Rec Full timeAbout the Company: Our client is an international provider of financial services with offices in strategic global locations, they are urgently seeking an Independent Financial Adviser or Pension Transfer Specialist to work from their Head Offices in Ellesmere Port. Our client has long term, fixed fee contracts with a number of well-known international...
-
Independent Financial Advisor
1 week ago
Ellesmere Port, United Kingdom Bond Rec Full timeAbout the Company: Our client is an international provider of financial services with offices in strategic global locations, they are urgently seeking an Independent Financial Adviser or Pension Transfer Specialist to work from their Head Offices in Ellesmere Port. Our client has long term, fixed fee contracts with a number of well-known international...
Pension Transfer Specialist
4 months ago
Our client is a leading provider of financial advice for UK residents and also for expatriate clients living in Europe and the United States. Due to a recent contract win in their ex-pat division they are now looking to recruit an experienced Pension Transfer Specialist on an initial 3 month fixed term contract.
As part of the role you will act as the company's pension specialist assisting, supporting and advising the company's partners and their clients looking to retire overseas and transfer their pension scheme to a new jurisdiction. You will be working with the sales team, providing analysis and report writing on the suitability of making a transfer, information on any relevant compliance changes and updates with regards to the pension transfer market including occupational pension transfers.
Requirements
This role would suit an experienced pensions IFA or paraplanner who is diploma qualified with ideally AF7 / AF3 or equivalent and who has experience in pensions and at retirement solutions.
Be capable to work both independently and within a team.
You must have good verbal and written communication skills.
A through understanding of the transfer market.
This role is set for an initial 3 month fixed term contract with the potential to be extended beyond the initial timeframe.
