Pensions Transfer Specialist

  • Shortlist
Location Bristol , Somerset
Sector Financial Services
Salary £45,000 - £60,000 Per Annum
Type Permanent
Consultant Dan Gratton
Ref 58266

Job Title: Pensions Transfer Specialist 

Salary: Industry Leading Remuneration Package 


A leading national financial services firm who specialise in providing bespoke advice in particular related to pension and retirement planning are seeking a Pensions Transfer Specialist. They have a strong reputation and offer a fantastic service to their national clientbase, whilst ensuring their employees are well looked after and are provided industry best remuneration packages. 

The Role

This is a fantastic opportunity for a technical professional who is looking to apply their knowledge within an IFA firm and add value to a business, bolstering their comprehensive pensions technical knowledge. There will be a mix of case types with a bias towards complex pension cases and you will be one of the more senior paraplanners within the office team providing tailored financial planning solutions.

Duties and Responsibilities:

  • Ascertain that procedures followed by the company are Compliant and follow the guidelines set out by the FCA Process and deliver Suitability reports for IFA’s
  • Provide recommendations to clients on Investments and Pensions based on your own research and to be able to support these recommendations with a coherent explanation Work effectively autonomously or as part of a team
  • Respond efficiently and effectively to requests from Company advisers and Management Assist in analytic work, including cash flow forecasting and investment analysis
  • Use of financial planning software tools
  • Develop productive working relationships with colleagues and clients


  • Previous experience providing technical support within an IFA practice environment
  • Level 4 Diploma Qualified and preferably a desire to work towards Chartered Status.
  • AF3, AF7 or G60 would be advantageous.
  • Good technical knowledge of Pensions, Investments and experience in the application of the rules of the FCA

Job Synonyms:                 

IFA Administrator, Financial planning assistant, trainee paraplanner, junior paraplanner, private client administrator, IFA assistant