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Employed Financial Planner

2 months ago

Ellesmere Port, United Kingdom Cameron James Full time

We are currently seeking a fully qualified (level 4 with a current SPS) who also has the pension transfer qualification, to join an expat advisory team.

The successful candidate will be based at the Head office based just outside Chester and will be involved in three areas:

  1. Looking after a client bank of expats who have left behind UK pensions, ISA’s Boinds and Investment accounts, conducting annual reviews etc.
  2. Dealing with new enquiries, which are received on a regular basis from various sources, but mainly from UK IFA’s who cannot deal with Expat clients anymore.
  3. Dealing with new members from the Projects they undertake for major international companies, advising former UK employees, now Expats on their pension entitlements from their former UK scheme membership and providing alternative options; So, it’s interesting and varied.
  • Salary £47,500, plus quarterly bonus: OTE £60K to £70K p.a.
  • Pension, D.I.S. and healthcare cash plan.
  • Future share incentive plan from 1.1.25.