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Pension Transfer Specialist - Financial Services - Sevenoaks

Job Type:
Financial Services
Financial Planner
London & South
Salary range:
£60, 000 - £69, 999
Salary Description:
to £65K plus benefits
Start Date:
Job Ref:

Our client, a highly reputable Pension Transfer Bureau, is seeking a Pension Transfer Specialist to complement its expert team, due to quicker than expected growth.

The business was founded several years ago and has established an enviable reputation for client service, having established an exclusive relationship with one of the largest IFA networks in the country. Due to its in house technical expertise and outstanding client service, it is seeing a huge rise in demand for its services, with its reputation and subsequent work inflows growing far quicker than expected and now stretching its existing team to the limit.

Working through a substantial active client base/ ongoing case referrals from other Advisers, you will offer tailored solutions to existing clients over the phone, as well as ‘dialling into’ other Adviser’s client meetings, where you will utilise your qualifications to deliver specialist pensions advice. The majority of your work will come through referral from several hundred appointed representatives of one of the UK’s largest IFA networks, where you will work through individual transfer cases.

You will enjoy full administration and compliance support, as well as a Paraplanning service and report writing facilities, allowing you more time to spend engaging with clients.

You must be a highly motivated self-starter, with the tenacity and resilience to be able to make an impact when dealing with clients over the phone, rather than face to face. You will be proactive by nature, happy to ‘pick up the phone’ and actively business opportunities. Our client requires individuals with strong relationship building skills, with ‘personality being more crucial than past performance.’

In return, you will benefit from an attractive basic salary up to £65K, plus benefits and additional earnings potential. This is also represents an opportunity to get into a rapidly expanding business at a fairly early stage in its rise.

Aston Charles – a personalised service from industry experts

Financial Services and General Insurance Recruitment

Contact Details:
Tel: 0345 193 2419
Contact: Ben Christmas

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