Pension Transfer Specialist

  • Location:

    Liverpool, Merseyside

  • Sector:

    Financial Services

  • Job type:

    Full Time

  • Salary:


  • Contact:

    Antonia Mihaylova

  • Contact email:

  • Job ref:


  • Published:

    5 months ago

  • Expiry date:


  • Start date:


Technical Pension Transfers Specialist
Very competitive salary + outstanding benefits package
Liverpool (opportunity to work from home also)

I am pleased to be engaged by a Financial Planning organisation of great rank and reputation to assist with the appointment of an experienced Pensions Specialist due to growth within their experienced Technical team. This is an exceptional opportunity to join a organisation renowned for their welcoming and supportive team, excellent career progression prospects and very competitive remuneration.

The role holder will be an instrumental part of the Technical Research team by supporting the Financial Advisers in providing strategic asset allocation advice to private clients. The appointee will have day-to-day involvement in providing technical research, preparing client reports in relation to pension planning, pension transfers and retirement income options, undertaking analysis of technical pension cases, while ensuring compliance with the company and FCA rules and regulations.

The ideal applicant will have a solid pensions and investments knowledge, comprehensive understanding of the implications of current pension rules and experience of undertaking complex pensions calculations. They will also be ideally qualified to a Diploma In Regulated Financial Planning whilst G60, AF3 and AF7 Advanced Diploma qualifications will be strongly advantageous.

If you are interested in applying for this position or similar roles, or indeed just require a confidential conversation about your next career move, please contact Antonia Mihaylova at Search Financial Services directly on 07580 429 541 or forward your CV to If this role isn't for you, Search Financial Services offer voucher incentive for recommendations/referrals … Ask for details!!!

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.