Pension Financial Advisor Leeds NEW

Reed Insurance
17 Mar 2017
16 Apr 2017
Contract Type
Full Time
Basic Salary up to £43k + OTE of £50k - £80k (on average, however is uncapped).

I am delighted to be working in partnership with a company who pride themselves in being the best in offering specialist Pensions advice, and who are currently looking to recruit a number of Pension Specialists / Financial Advisors.

As a Pension Income Financial Advisor you will advise clients on the best solution for them to achieve their optimum retirement income.

As a successful candidate you will be required to:

Establish contact with potential clients and provide at Retirement advice in line with each clients wants and needs.
Provide clients with comprehensive verbal and documented recommendations.
Proactively contact clients, making best use of leads
Co - operate with the Compliance function and work to targets
Develop appropriate relationships with providers

In order to apply you will need to be:

A hardworking, proactive and target driven individual who has the ability to thrive within a sales environment, whilst delivering Financial advice and Customer Service of the highest quality.
You will need to have a proven track record in advising clients on their retirement income.
The ability to work on individual initiative whilst fitting in to a vibrant and enthusiastic team environment.
You should hold a QCF/L4 qualification in Financial advice (such as the CII diploma or equivalent), and to qualify for the issue of a statement of professional standing (SPS) by an FCA  accredited body (such as the CII).2
AF3 or G60 desirable though not essential.

In return you will receive a basic salary of up to £43k and an ote of £50 - £120k, dependent upon performance, as well as benefits package including: 26 days holiday, Death in Service and Health and Pension cover.

In order to apply please contact Helen Spriggs on 0113 2368957 or email your cv to

Reed Specialist Recruitment Limited is an employment agency and employment business