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Trainee Pension & Investment Consultant (£35k-50k OTE)

Trainee Pension & Investment Consultant (£35k-50k OTE)

Posted 18 July by Grad-Asia

Summary: Fast-track career opportunity to become a pension & investment specialist in offshore financial markets.

My client is a Pension Transfer and Offshore Investment specialist group serving the affluent expatriate community globally. From their HQ in Dubai, they provide pension consulting and investing services, specifically for individuals who have accumulated pension funds in the UK.

Company Profile:

In simple terms, we help our clients to locate pension funds within the UK, transfer these funds to a pension trustee offshore, and then invest the funds via our in-house offshore investment platform.

Position Overview:

The position offers wide exposure to the fast-paced International Wealth Management & Pensions business, providing successful candidates with the opportunity to forge a successful, long term International Financial Services career. The role incorporates ongoing training alongside active sales & business development activities, leading towards a career as a fully licensed Pension & Investment Consultant.

Trainees will be required to seek out new business, pitching offshore pension transfers and investment strategies to affluent expatriates across the globe. Candidates must be comfortable with generating business opportunities over the phone, with cold and warm calling being widely utilised techniques in marketing to prospective clients.

Progressive and ongoing training will be provided, with a key focus on the following areas:

  • Offshore Investment Strategies
  • Taxation Advice
  • International Pension Transfers
  • Portfolio Structuring and Management
  • Investment-Linked Insurance Products

Trainees will be put through all of the required exams & qualifications in order to become a fully licensed Pension & Investment Consultant, progressing into a client-facing, consulting position within 12-24 months depending on performance.


We are searching for driven and ambitious candidates to join our young and energetic team in Dubai.

In a nutshell, we are looking for candidates who're prepared to work hard and are keen to learn as much as possible, in order to establish themselves within a highly lucrative and rapidly expanding field.

  • Target driven and highly motivated
  • High level of confidence and determination
  • Strong communication and relationship skills
  • Sales experience highly preferable (ideally incorporating phone-based selling)


Basic salary: GBP 25,000

Year 1 OTE: GBP35,000 - 50,000

On top of the basic, trainees will earn commission on business closed from their prospects, with typical deals drawing GBP 600- 2500 / case..

Required skills

  • Cold Calling
  • Financial Services
  • Marketing
  • Prospecting
  • Sales

Reference: 41986462

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