Pensions Independent Financial Advisor

Premier Jobs UK Limited
05 May 2017
04 Jun 2017
Contract Type
Full Time

Want to join one of the leading teams for retirement advice to individual and corporate clients?

The Company

This Independent Financial Advisory company with a client centric philosophy has been established for over 15+ years with 15 branch offices across the UK. They have grown to become one of the UK's most respected providers of quality independent financial advice and employee benefits with a dedicated Retirement Advice team. They are looking to recruit Independent Financial Advisers with good levels of pension experience. The company have over 60 qualified IFAs, who pride themselves on providing impartial financial advice and building on the excellent client relations.

Clients and business opportunities

This specialist team provide advice to Individual clients, Employers, Pension Trustees and Scheme Members to make the most of their pension funds either approaching or at retirement. They will get the top annuity rate or suitable alternative for their clients. No personal client bank is required as you will be provided with plenty of leads. You will be supported with the opportunity to work with some of the corporate clients, affinity partners and introducers to provide retirement planning advice to their employees and / or clients.

Trainee Financial Advisers

In addition, they are happy to consider Trainee Financial Advisers looking to join an IFA firm with excellent career opportunities. As a Trainee, you will be involved in supporting the Advisers to learn technical areas of advice, whilst also undertaking some of your own advice to clients.

Training and Development

An industry leader in their field, having achieved multiple awards and a clear strategy on how to provide financial solutions to their private and corporate clients.

Requirements to be considered

You should be Level 4 Diploma qualified and ideally G60 / AF3 qualified. To succeed in this role, you should have knowledge of pension transfers and inheritance tax planning. Trainee Advisers should have a background in financial planning with emphasis on pensions (such as a Paraplanner) and keen to develop their career.


  • Salary of circa £36,000 for experienced Financial Advisers
  • Salary of circa £30,000 for Trainee Financial Advisers
  • Benefits include: bonus scheme, mileage allowance, 4 x DIS, PHI, PMI after 6 months, pension scheme and 23+ days’ holiday plus BH which increases with service
  • Bonus scheme with realistic OTE of £50,000 - £75,000+
  • In-house team of Paraplanners located in both Leeds and Reading will be providing you back office support (almost 1:1 ratio of staff to IFAs).
  • You can either be office based or work remotely with a remote enabled login.


Reading and Leeds

Home based Advisers will be considered across the country

Liability and Disclaimer

The information contained in our advert including any salary or on target earnings information are given in good faith and Premier Jobs UK Ltd uses all reasonable efforts to ensure that it is accurate. However, Premier Jobs UK Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Premier Jobs UK Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.