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Retirement Advisor


£65000 - £68000 per annum

Retirement Advisor




Sarah Hayes
Are you an experienced Pension Advisor looking for the chance to join one of the most established and expanding firms in the UK who are committed to providing an excellent service to their members? Then this could be the role for you.

The main purpose of the role will be to generate income for the business by providing high quality financial advice to customers in respect of the financial options available to them at retirement, including defined benefit pension transfers. The firm offer a telephone based service of regulated advice and guidance to customers who are looking to convert their pension pots into a retirement income, or make use of lump sums as part of their retirement planning. They also provide regulated advice on lifetime allowance issues, pension consolidation including defined benefit pension transfers, and the transfer of pensions with safeguarded benefits.

To be successful for this role the right candidate will hold the Diploma in Regulated Financial Planning or equivalent and Advanced Pension Transfer qualification - G60, AF3 or IFS equivalent. This is an excellent opportunity to join a highly established firm who can offer excellent flexible working arrangements, stable career progression and excellent benefits package including bonus, shared parental leave, 5 personal days a year and excellent Pension contributions.

Date Posted 13/09/2021 Closing Date 24/09/2021

Please quote 47541 when calling Sarah at Alexander Lloyd or email them at This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc.

Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.

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