Pension Transfer Specialist

Recruiter
CF30 Consulting
Location
Ellesmere Port, UK
Salary
Competitive
Posted
16 Jul 2019
Closes
21 Jul 2019
Ref
1206851083
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
We are currently recruiting for a G60/ AF3 or AF7 qualified Independent Financial Advisers or Pension Transfer Specialist for our Cheshire based client, an international provider of financial services with offices in strategic global locations.

Our client has long term, fixed fee contracts with a number of well-known international actuarial and pension trustee firms, to advise former UK pension members, now resident overseas, in respect of enhanced transfer value offers being made available to them.

The candidate will be expected to conduct between 10 and 15 fact-find meetings per month, completing a subsequent report and recommendation on the viability of the proposed transfer offer and at the same time looking for other financial planning opportunities.

The monthly bonus payment will be made on each completed report and any additional and extraneous business that my emerge from the fact finding process.

Based upon the minimum target of 10 reports per month we would expect the successful candidate to earn a minimum of £75,000 per annum

If you are AF3 or AF7 or G60 qualified and interested in servicing financial planning clients on a global basis please apply today and we call you to discuss the role in more detail.

Similar jobs

Similar jobs