Financial Services Pension Transfer Adviser CAS Status- North West and San Francisco

Profile Search & Selection Ltd
Ellesmere Port, UK
27 Jul 2019
01 Aug 2019
Contract Type
Full Time
This is a Profile Search and Selection vacancy who are operating as an Employment Agency. In order to apply for this position candidates MUST have FINANCIAL SERVICES EXPERIENCE. Please note as we receive a high volume of applications we are only able to respond to those candidates who are shortlisted.

Our client is looking for:-
  • 2 Pension Transfer Specialists for desk based advisory roles
  • One of the two would possible go to work on secondment in San Francisco office in October for between 3 and 6 months dealing with clients living in the USA who have deferred benefits from a large UK pension plan.
  • Salary is £42,500 with a guaranteed bonus of a minimum of £18000 per annum with no upper limit
  • This is a desk based role for a pension transfer specialist therefore G60 or the more recent AF3 or AF7 qualifications are vital.
  • The main function is discussing pension transfers with clients, fact finding, writing the subsequent reports etc.
  • Consideration can be given to a paraplanner now looking to step up into an Adviser position

IF you feel that you are suitable for this position, we recommend you email your current CV along with your current salary, salary expectations and reason for leaving and we can call you back to discuss your details further.

If you are also aware of any friends or colleagues currently working within the industry who are looking for a change within their career, please pass on our contact details and we will endeavour to assist with their search.

Profile Search and Selection are a specialist Pensions and Financial Services recruitment agency with opportunities nationwide - Please feel free to contact us direct should you wish to discuss any further vacancies

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