At Retirement Specialist to £50k plus bonus

Recruiter
Jenson Fisher Consulting Ltd
Location
Bristol, Avon
Salary
40000.0000
Posted
11 Jun 2017
Closes
11 Jul 2017
Contract Type
Permanent
Hours
Full Time

This leading niche player in the transfer market is seeking 2 additional consultants, 1 in the SW and SE to service exisiting clients who are at the position of transferring out of DB schemes .

The company works with large corporates and advise individuals on whether they should transfer out or remain , primarily the majority remain but for the ones who are best to transfer , this is where this role comes into play, for teh HNW clients .

It is an excellent opportunity for individuals at the earlier stage of their career who have a pension bias and a particular interest in this part of the market ( working towards advanced pension quals is essential) all clients are pre booked , initial advice is already paid for, the role is non targeted other that the right quality of advice and customer care .

The role will involve taking the transferring clients and working with thier funds to generate the right cash flow for them ,whatever that may be- annuity, draw down, DFM, whatever is best for the client .

They require individuals who are strongly linked to this area , have a strong technical background and want to develop into a full specialist in this area , the company offers full support, training and a structure to become a specialist in this field. You will have to have the approach of what is right for the customer and be keen to develop your career down this route .

Level 4 is essential as is advanced qualifications , ro8 and have or working towards AF3

These are home based roles with travel throughout the region