Pension Specialist Financial Advisor

Our client is seeking a G60 / AF3 qualified Financial
Advisor to join their team who will benefit from a steady flow of leads for
clients requiring holistic financial planning and/or DB pension advice.

This directly authorised firm is looking for a pension
specialist, Financial Advisor to join their team on a self-employed basis with
tiered splits for company provided leads and your own self-generated business.
Ideally, you should be able to bring clients with £5m+ of funds under
management and look to steadily increase this.

The business is in a position to recruit as their current
Advisors are at / nearing capacity.

For holistic planning leads and enquiries, you should look
to successfully onboard the client and continue to provide their ongoing
servicing. Whereas, for DB pension cases, these will typically come from fellow
IFAs who do not hold the license to provide DB advice. You will then review the
suitability of the case and undertake the advice should it be appropriate. Typically,
the original IFA will then continue the ongoing advice.

Some clients will require appointments outside of usual
business hours, therefore you should be flexible to meet the needs of the
clients.

You can have access to back office support from their
Paraplanners and Administrators, with discussion around the level you need /
cost etc.

Pension Specialist Financial Advisor Requirements

• You
  must hold full Level 4 Diploma in Financial Planning or equivalent and
  hold G60 / AF3
• You
  must be a current Financial Advisor with 3+ years’ experience and experience
  of DB pension cases
• You
  should have £5m+ of transferable business

Pension Specialist Financial Advisor Benefits

• Self-employed
  with OTE of £50,000+ (uncapped)
• Tiered
  rates for company leads and self-generated business
• Fully
  home-based job with once a month travel to London
• Opportunity
  to tap into the wider company / team for advice and guidance

Location

Home based

Call
us now on 0208 0044 154 or click Apply

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