Pension Transfer Specialist

Flexible Location - full time (4m)

Apply online

No file chosen
Please upload your cover letter.

Allowed extensions: .doc .docx .rtf .pdf (Max: 4mb)

No file chosen
Please upload your CV.

Allowed extensions: .doc .docx .rtf .pdf (Max: 4mb)

Find out more

Get in touch with our HR team (no recruiters please).

About Us

We are an award-winning firm of Independent Financial Advisers with an excellent reputation for creating impartial financial solutions for both individuals and companies.

The Role 

The role is a 4-month fixed term contract for an experienced Pension Transfer Specialist. You will be part of a team of Pension Transfer Specialists and be primarily responsible for reviewing and signing off the firm’s Defined Benefit Transfer recommendations. This will involve working closely with advisers in the business to ensure positive client outcomes. In doing this, you will be looking for and reporting on any emerging trends that develop to ensure that the firm’s advice offering is constantly improving.  

Knowledge, Skills & Experience Required 

To be successful in this role, you will have proven experience within financial services, specifically the pension transfer market, strong technical knowledge, and a good understanding of the current regulatory environment. 

You will have excellent analytical skills and be able to communicate clearly and concisely both verbally and in writing providing constructive feedback and guidance.

You will be computer literate with the ability to use Microsoft Office, most importantly MSWord and MSExcel.  


You must be Level 4 Qualified and hold an appropriate PTS qualification (e.g. AF3, AF7, G60).

Salary: Dependent on Experience  

If you know of someone that works for LEBC already and wish to discuss the role with them, then please contact them.  We believe we offer some of the best roles that are available within the financial services sector, with regards to financial reward, progress and career fulfilment and not just in Leeds but nationwide.

LEBC is incredibly supportive in ensuring that we do the right thing for our clients and focuses on offering colleagues the opportunity to progress. I wouldn’t want to be anywhere else.

Simon O'Connell

Branch Head

LEBC are constantly investing in the future of the business, be it through new technology or in supporting staff, particularly with their career progression, or in seeking professional qualifications.

Adam Walsh

Client Account Manager