Company Overview

Our client is a long-established, internationally focused financial advisory firm with nearly 50 years of experience supporting British expatriates and high-net-worth individuals. From its London headquarters and offices in France, Spain, Portugal, Cyprus, Malta, and Monaco, the firm offers in-house expertise across tax, pensions, trusts, and investment planning. A recent restructure has opened a key technical role within the firm’s Centre of Excellence for UK pensions advice.

Why Join?

• Central, specialist position influencing cross-border pension strategy for advisers across Europe.

• Direct collaboration with tax and financial-planning teams on complex UK and international cases.

• Clear study pathway to Level 6 / Chartered status with full funding and support.

• Hybrid working from London in the early months, moving to remote flexibility once established.

• Stable environment with a commitment to long-term professional development.

Role Overview

• Title: Pensions Advisor

• Location: London (St James’s Square hub) with hybrid working, transitioning to remote where appropriate.

• Reporting To: Head of Wealth Structuring

• Purpose: Deliver technically robust UK pensions advice and written reports for advisers serving clients in the UK and across Europe.

Key Responsibilities

• Analyse client fact-finds, identify safeguarded benefits, and produce compliant advice reports (cash, switch, transfer, QROPS).

• Liaise with front-line advisers to confirm objectives and ensure suitability of recommendations.

• Keep knowledge current on UK pensions legislation, overseas transfer rules, and related tax considerations.

• Record all work in Xplan and follow established processes with accuracy and timeliness.

• Support internal training on UK pensions and cross-border planning topics.

• Work closely with tax specialists to deliver integrated wealth-structuring solutions.

Ideal Background

Requirement Detail QualificationsMinimum Level 4 Diploma in Regulated Financial Planning (or equivalent). Strong desire to progress to Level 6 / Chartered with study support. Experience5–10 years in a pensions-focused role (paraplanner, pensions adviser, or technical consultant). Experience in an open-advice environment preferred. Skills & AttributesDeep knowledge of UK pensions including safeguarded rights and transfers. Proficient with Xplan or similar systems. Methodical, IT-savvy, and comfortable following well-defined processes. Positive, proactive attitude and willingness to learn.

Package & Benefits

• Base Salary: £60,000

• Pension: 4 percent employer contribution

• Healthcare: Company-funded cover

• Professional Development: Full funding for Level 6 / Chartered qualifications (repayable if not completed)

• Holiday: Standard allowance to be confirmed

Interview Process

1. Informal coffee or Teams chat

2. Second-round Teams interview (technical focus)

3. Final face-to-face meeting at St James’s Square with senior leadership

Target start date is within three weeks to allow handover from the current incumbent.