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
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.
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.
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
Call us now on 0208 0044 154 or click Apply
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