Retirement / Pension adviser (employed with clients)

Recruiter
James Phillip Financial Recruitment
Location
Maidstone, Kent
Salary
47000.0000
Posted
16 Jun 2017
Closes
16 Jul 2017
Contract Type
Permanent
Hours
Full Time

James Phillip Financial Recruitment are currently working with a national award winning brokerage, looking for an experienced Financial adviser.

The Role

The Financial Adviser Pensions & Retirement Planning role will be suitable to someone who has experience of working as a Financial Adviser in Pensions & Retirement Planning within financial services, or an IFA or Insurance Company.

Knowledge, Skills & Experience Required

The Financial Adviser Pensions & Retirement Planning role has arisen following the increase in demand of the business, as we continue to win new projects successfully. To be a successful candidate, you will be an experienced pension adviser within the financial services sector; posses strong technical knowledge, and have gained the relevant experience to apply this knowledge within role.

To be successful in the Financial Adviser Pensions & Retirement Planning role:

  • You must have experience in Pensions and Retirement Planning and be well versed in DB transfers and scheme structures.
  • You must have CAS Status and be Level 4 Qualified with Specialist Pension qualifications such as AF3 or G60.
  • You will also be a good communicator and have a working knowledge of the financial services industry.
  • You will have good technical knowledge and be fully computer literate.
  • Ideally you wish to use this unique opportunity to widen your skills and knowledge to progress to a senior adviser or management position.

This is a great opportunity for someone who is keen to join a dynamic team of Pensions and Retirement Specialists. This is an office based role in Kent.

Qualifications

  • CAS Status and be Level 4 Qualified
  • Specialist Pension qualifications such as AF3 or G60

We offer competitive basic salary between £47k & £55k plus bonus and a range of employee benefits which include 23 plus days holidays, Company Pension Scheme, Private Medical Insurance, 4 x Death in Service.