Job Details

Job description

Are you an AF3 qualified Financial Advisor with pension transfer experience? If yes, would you be interested in being part of a well respected business with a regular flow of pension referrals

As a Financial Advisor, you will receive DB pension transfer referrals from their substantial network of introducers. Therefore, providing you with a regular source of new business.

In addition to your DB specialism, you will be provided clients for holistic financial planning, including investment, pension and protection advice. Ideally, alongside the clients provided, you should look to self-generate some of your own business.

Financial Advisor requirements

• You must hold full Level 4 Diploma in Financial Planning (or equivalent) and be a current Financial Advisor
• Ideally, you should hold advanced pensions qualification such as G60, AF3 or AF7 and have experience of advising on DB pension transfers
• You must be a motivated individual with passion for your profession

Development to become Chartered Financial Planner

Ideally, you should desire to obtain Chartered exams and become a Level 6 Chartered Financial Planner. The business would assist you with access to free training courses on Chartered exams.

The Company

Our client is a well established financial services firm of 20 years and highly respected by their peers. With an ethos centred around providing the highest quality service to clients, focused on helping people to achieve their financial goals.  

Support

You will receive support from their skilled team of Paraplanners and Administrators. Plus, you will have access to first class mentoring from highly experienced Financial Advisors and Directors.

Financial Advisor Benefits

• Salary negotiable with range between £40,000 - £70,000
• Flexibility to work from home and their offices in Mansfield and Newark
• Excellent opportunity to work within a business of like minded individuals who all value providing a first class client service

Location

• Mansfield
• Newark

Call us now on 0208 0044 154 or click Apply

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