Financial Advisor (Pension Specialist)
Are you looking for an Advisory role with a portfolio of clients where you can fully utilise your Pensions knowledge and expertise? Do you want to work for an innovative firm where professionalism is essential and well rewarded? Do you want to work for a company which can offer excellent future career prospects? If the answer to these questions is yes, we would like to hear from you
The role will allow you to deliver advice to a range of clients without the need to generate new business. Due to a highly successful client generation programme, you will benefit from a flow of qualified leads. You will focus on providing Pension focused advice to a range of clients who have received offers to transfer their existing Defined Benefit schemes. You will assess their current circumstances and provide guidance and insight into their options, highlighting the potential benefits and risks to enable the client to make an informed decision. You will receive full Paraplanning and Administrative support and benefit from a highly professional Compliance programme.
This successful Wealth Management firm has seen a period of sustained growth due to developing successful client origination and management strategies allied to robust compliance and quality controls. Based in Central London, they have built a dedicated, hard working team who share the ethos of professionalism and high standards in all areas of client service. The Company operates on a collaborative basis, encouraging staff to offer ideas to continually improve the proposition.
Applications are invited from skilled Financial Planning professionals who can demonstrate strong knowledge of Pensions and expertise in relation to Transfers. You will be Diploma qualified with further Pensions qualification preferred. You will be able to demonstrate a commitment to the highest standards of advice and professionalism and a desire to continue your personal and professional development. This role will suit Advisors who seek to move to a professional firm where they will have a portfolio of Clients to advise or skilled Paraplanners with Client Management experience wishing to progress into a dedicated Advisory role