Pensions Adviser - AF3/G60

MB Fitzgerald
20 Mar 2017
19 Apr 2017
Contract Type
Full Time

A long established and highly profitable financial advisory practice in Kent are current in the market for a Trainee Financial Adviser to provide pensions transfer advice to an ever increasing book of clients.

My client has £150M of client funds under management and employ 30 staff in total 22 of which are based out of their office in Kent offices. Due to continued increased workload within the DB transfer arm of their business, they now require another AF3/G60 qualified specialist to join the firm on a Paraplanner/Trainee Adviser/Adviser basis to help service ongoing demand.

This firm pride themselves on client service and have only ever had three PI complaints made against them in over 20 years. This is the main reason why their HNW remain loyal and new business levels continue to increase. One niche area they work in is providing long term advisory services to Doctors and Dentist but their overall client book is very diverse including Solicitors, Entrepreneurs, Company Directors etc.

Candidates will have previously experience in either a Paraplanner or Advisory capacity and must have either AF3 or G60.

This client can offer a first class working environment along with excellent development opportunities along with a salary range of 35-50k (flexible) along with a "very generous" bonus.