In this employed, home based, Independent Financial Advisor job available across the UK you will benefit from on average 12 booked meetings per week which are pre-qualified with the fact find and risk tolerance already completed.
As a Financial Advisor, you will be providing specialist financial planning advice and guidance across a variety of Pension Liability Management (PLM) areas to members of large corporate companies including blue chip firms. Our client has thousands of members for their team of Financial Advisors to engage with this year!
Through regularly tendering for new projects, this company are generating new relationships on a consistent basis, therefore have a high volume of quality leads for new business that are distributed to their Financial Advisors. You will be providing advice and guidance on a range of different products inducing DB pension transfers, Pension Increase Exchange (PIE), Enhanced Transfer Values (ETV’s) and Flexible Retirement Options (FRO)
Financial Advisor Requirements
You must hold minimum Level 4 Diploma in Financial Advice with good knowledge of pensions
You should be AF7 or G60 qualified, or happy to achieve this within 6 months of joining
You must have a good telephone manner and be able to accurately explain complex information over the phone
On a case-by-case basis, we would consider current Paraplanners, subject to holding full DipFA or equivalent and good knowledge of financial planning
Having a good knowledge of DB pension transfers is preferred but not essential
This Independent Financial Advisory company was setup over a decade ago by a leading life and pensions provider. This firm has grown to approximately 190 employees across the country and has developed a substantial list of private clients and SME corporate clients who choose to use them for financial advice. In addition, they are award winners’ due to their expertise including ‘Best Retirement Planner’ and ranked within ‘Top 25 IFA Companies’
This client offers you the opportunity for natural progression into holistic financial planning of their private clients. This will give you the opportunity to build a client bank of private clients, for you to provide the ongoing servicing.
Financial Advisor Benefits
Salary of £35,000 – £50,000 dependent upon experience plus quarterly and annual bonuses paid upon achieving agreed targets/KPIs taking your OTE to £45,000 – £60,000+
Plus, company benefits including PMI, income protection, 4x DIS, critical illness, pension and car allowance
Home based role across the UK
Supported by a qualified and effective team of Paraplanners, focused on ensuring you provide quality advice
Working as part of a highly respected name within Financial Services
Scotland (Home, Hybrid or Office based)
North England (Home based)
East England (Home based)
South East (Home, Hybrid or Office based)
West England (Home based)
Midlands (Home based)
Call us now on 0208 0044 154 or click Apply
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