At Retirement Specialist to £50k plus bonus

Jenson Fisher Consulting Ltd
Bristol, Avon
11 Jun 2017
11 Jul 2017
Contract Type
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