Trainee Pension Transfer Specialist

Job Title: Trainee Pension Transfer Specialist

Industry: Pensions

Location: Manchester (1 day a week in the office)

Salary: £40,000 (uplift to £50k after training is complete)

Job Ref: 9343

About the Role

Recruit UK are working with a well-established Pension Advice firm in Manchester that provides professional and impartial advice across the UK. They are looking for a Trainee Pension Transfer Specialist to join their growing advice team. This is an excellent opportunity for a paraplanner with strong DB pension transfer experience who is looking to progress into an advisory role, with full training provided.

This role is ideal for someone who has a strong technical understanding of Defined Benefit (DB) pension transfers and wants to move into a client-facing role. You will receive full support and training to develop into a Pension Transfer Specialist.

The role is hybrid, with office attendance required once a week after training, so candidates should live within a reasonable commute of Manchester.

• Starting salary of £40,000, increasing to £50,000 after 3 months (upon completion of training).
• Experienced PTS Salary: Up to £55,000 with OTE £65,000+ through a competitive bonus scheme.
• Home-based working after initial office-based training.
• Comprehensive training programme to develop advisory skills.
• Supportive and friendly team environment.
• Company Benefits:
  • Matched pension contribution (5%)
  • 4x annual salary for Death in Service
  • 23 days annual leave + bank holidays (option to purchase additional leave)
  • Birthday off
  • Perkbox membership (discounts & rewards)
  • Employee Assistance Programme (EAP)

• Learn to provide pension transfer advice to clients after completing training.
• Work closely with clients to deliver professional and impartial pension transfer advice.
• Support the advice team in meeting business objectives and maintaining high service standards.

• Strong Defined Benefit (DB) pension transfer knowledge and a passion for financial planning.
• Level 4 Diploma in Financial Advice (minimum) plus AF7, AF3, G60, or an equivalent qualification.
• Organised, target-driven, and eager to learn.
• Experience in a paraplanning or technical pension transfer role is ideal.

At Recruit UK, we specialise in financial services recruitment, offering unmatched expertise, insight, and connections. Whether you’re looking for your next career move or trying to fill a vacancy, we start every journey with a meaningful conversation.

If you’re ready to take the next step in your career and transition into an advisory role as a Pension Transfer Specialist, apply today!

Please note: We will contact successful applicants within 7 working days. If you do not hear from us, please assume your application has not been successful this time. However, we may retain your details for future opportunities.