Independent Financial Advisor

16 hours ago


Ellesmere Port Cheshire, United Kingdom Bond Rec Full time

About the Company: Our client is an international provider of financial services with offices in strategic global locations, they are urgently seeking an Independent Financial Adviser or Pension Transfer Specialist to work from their Head Offices in Ellesmere Port. 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.

Provision of advice to clients in a compliant manner as detailed in the firm’s compliance manual and procedures

Comply with the Financial Services and Markets Act 2000, the FCA Statements of Principle & Code of Practice for approved persons and the relevant FCA rules at all times
Comply with the relevant compliance, TCF, T&C and, financial crime (anti-money laundering, data security, anti-bribery, fraud and corruption) procedures of the firm at all times
Provide financial review services to existing clients in a timely manner and in accordance with the firm’s procedures
Maintain all standards of performance as required by the firm

A competitive salary and bonus package is on offer for the successful candidate so please apply today and we call you to discuss the role in more detail.



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