Financial Advisor Pension Transfer Specialist

Recruiter
Financial Divisions
Location
Brentwood
Salary
Up to £50,000 per annum + Bonus (uncapped)
Posted
30 Apr 2018
Closes
19 May 2018
Sector
Accountancy
Financial Advisor – Pension Transfer Specialist Location: Brentwood (Essex) or London (City) and flexibility to work from home. Salary: Basic circa £50k Bonus (uncapped): Dependant on experience Qualifications: Diploma Qualified G60/AF3 Adviser holding a valid SPS Experience: Competent Adviser Status/Statement of Professional Standing. 3 years minimum plus experience in the area of Defined Benefit pensions transfer is essential. Company offers face-to-face financial advice in an affordable and convenient way, online. Making t ruly independent financial advice accessible to all, r egardless of wealth. We are a dynamic, fast-moving team, meeting an ambitious plan for sustainable growth and are now recruiting a further G60/AF3 qualified Pension Transfer Specialist to build on that momentum. The successful candidate will be able to provide regulated advice upon all areas, including pensions consolidation, Defined Benefit pension transfers, lifetime allowance issues and retirement planning, and deliver this both in person and via detailed suitability reporting. Strong organisation and time management skills are essential, together with open communication and a great work ethic . Managing a number of his own cases independently, the Pension Transfer Specialist will also coach and approve the reporting of other Advisers, acting as a mentor for Advisers and Paraplanners alike. As a Senior member of the team, the role holder will be exemplary in c omplying with the requirements of the Financial Services and Markets Act 2000, and the FCA Principles, Rules and the Code of Practice for Approved Persons. They will also maintain a Statement of Professional Standing from an approved Accredited Body at all times and act in a professional, compliant and client focused manner in accordance with company values. In return, all leads will be provided together with circa £50k Basic dependant on experience plus uncapped bonus. Training and development will be supported alongside accelerated advancement within the business for those ready to seize the opportunity to progress. This job was originally posted as www.totaljobs.com/job/81014815

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