Current jobs related to Pension Specialist Financial Advisor - South East England - Premier Jobs UK Limited
-
Pension Specialist Financial Advisor
3 weeks ago
Little London, East Sussex, United Kingdom Premier Jobs UK Limited Full time €50,000Our client is seeking a G60 / AF3 qualified Financial Advisor to join their team who will benefit from a steady flow of leads for clients requiring holistic financial planning and/or DB pension advice. If your skills, experience, and qualifications match those in this job overview, do not delay your application. This directly authorised firm is looking...
-
Financial Advisor
9 months ago
England, United Kingdom Quilter Financial Planning Full timeIf you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...
-
Financial Advisor
3 days ago
South East England, United Kingdom Campbell & Fletcher Full timeFinancial Advisor South East Salary - 45 -55k DOE + Bonus Our client, an Award Winning Independent Financial Advisers who provide a wide range of services are looking to recruit Financial Advisor's. You will be responsible for providing holistic, independent financial advice solutions to your clients and giving them an exceptional customer service...
-
Financial Advisor
3 weeks ago
East End, United Kingdom Quilter Financial Planning Full timeIf you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...
-
Financial Advisor
3 weeks ago
East End, United Kingdom Quilter Financial Planning Full timeJob Description If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that...
-
Financial Advisor
3 days ago
South East England, United Kingdom Cavendish Maine Recruitment Full timeMy client are a well established wealth management firm operating for over 40 years. Their team of highly qualified advisors offer a comprehensive financial planning service, including tailored advice and award-winning investment portfolios. They are lookingto recruit an experienced Advisor to join their team looking after clients in the South East. **The...
-
Holistic Financial Advisor
4 weeks ago
Eastern England, United Kingdom Quilter Financial Planning Full timeAbout the Opportunity:Quilter Financial Planning is seeking a talented Holistic Financial Advisor to join our team. As a key member of our team, you will be responsible for providing expert financial advice to clients and helping them achieve their financial goals.Key Responsibilities:Prepare sound financial plans to ensure clients meet their targets.Advise...
-
Pension Fund Accounting Specialist
2 days ago
South East, United Kingdom Cedar Full timeAbout the RoleWe are seeking a highly skilled Pension Fund Accounting Specialist to join our team at Cedar. As an Interim Pension Fund Financial Advisor, you will play a pivotal role in managing and reporting on our Pension Fund.In this dynamic and challenging position, you will be responsible for delivering complex corporate accounting services to the...
-
Financial Compliance Expert
1 week ago
South East England, United Kingdom cer Financial Ltd Full timeCer Financial Ltd is a leading financial services company that is looking for a Financial Compliance Expert to join their team. The role holder will be responsible for supporting the Head of Accounting for Tax function within the Finance team.The estimated salary for this position is £65,000 - £85,000 per year, depending on experience.Job Description:Job...
-
Financial Advisor
3 weeks ago
South East England, United Kingdom K3 Capital Group Plc Full timeJob OverviewK3 Capital Group Plc is seeking a highly skilled Financial Advisor to join their Restructuring and Turnaround Advisory team.The ideal candidate will have a strong background in independent business reviews, financial analysis, and modelling. Responsibilities:Lead on diligence assignments and provide expert advice to clients.Analyze complex...
-
Defined Benefit Pensions Advisor
3 weeks ago
Eastern England, United Kingdom KPMG UK Full timeAbout this Opportunity:We are seeking a talented Defined Benefit Pensions Advisor to join our team at KPMG UK. In this role, you will work with clients to provide guidance on defined benefit pension schemes in the private sector.Responsibilities:Develop specialist technical knowledge in pensions actuarial and accounting.Maintain regular, open, and honest...
-
Financial Advisor
4 weeks ago
England, United Kingdom Quilter Financial Planning Full time*** APPLICANTS MUST HOLD LEVEL 4 DIPLOMA IN FINANCIAL ADVICE *** If you are an experienced Mortgage Adviser looking to move into Holistic Financial Advice or currently already a Financial Adviser who is seeking a more supported role then this could be the opportunity for you! This is a fantastic opportunity, whether you come from an independent or a banking...
-
Financial Advisor
4 weeks ago
England, United Kingdom Quilter Financial Planning Full time*** APPLICANTS MUST HOLD LEVEL 4 DIPLOMA IN FINANCIAL ADVICE *** If you are an experienced Mortgage Adviser looking to move into Holistic Financial Advice or currently already a Financial Adviser who is seeking a more supported role then this could be the opportunity for you! This is a fantastic opportunity, whether you come from an independent or a banking...
-
Financial Advisor
4 weeks ago
England, United Kingdom Quilter Financial Planning Full time*** APPLICANTS MUST HOLD LEVEL 4 DIPLOMA IN FINANCIAL ADVICE *** If you are an experienced Mortgage Adviser looking to move into Holistic Financial Advice or currently already a Financial Adviser who is seeking a more supported role then this could be the opportunity for you! This is a fantastic opportunity, whether you come from an independent or a banking...
-
Financial Advisor
2 months ago
England, United Kingdom Quilter Financial Planning Full time*** APPLICANTS MUST HOLD LEVEL 4 DIPLOMA IN FINANCIAL ADVICE ***If you are an experienced Mortgage Adviser looking to move into Holistic Financial Advice or currently already a Financial Adviser who is seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity, whether you come from an independent or a banking...
-
Financial Advisor
1 month ago
England, United Kingdom Quilter Financial Planning Full time*** APPLICANTS MUST HOLD LEVEL 4 DIPLOMA IN FINANCIAL ADVICE ***If you are an experienced Mortgage Adviser looking to move into Holistic Financial Advice or currently already a Financial Adviser who is seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity, whether you come from an independent or a banking...
-
Financial Advisor
1 month ago
England,, UK, United Kingdom Quilter Financial Planning Full time*** APPLICANTS MUST HOLD LEVEL 4 DIPLOMA IN FINANCIAL ADVICE ***If you are an experienced Mortgage Adviser looking to move into Holistic Financial Advice or currently already a Financial Adviser who is seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity, whether you come from an independent or a banking...
-
Financial Adviser
3 days ago
South East England, United Kingdom Vision-FS Recruitment Full time**Financial Advisor | Independent Financial Advisor** **Location: South East** **Minimum Requirements: Level 4 Diploma | CF30 Financial Advisor** **Salary £40,000-£55,000 OTE £80,000 | Un-Capped Earnings Potential** **YOUR NEW COMPANY** An exciting opportunity has become available with a Financial Advice business who are an award-winning national IFA...
-
Financial Analyst Advisor
3 weeks ago
South East England, United Kingdom K3 Capital Group Plc Full timeCompany OverviewK3 Capital Group Plc is a leading advisory firm that provides expert guidance to clients across various industries.We are currently seeking an experienced Financial Analyst Advisor to join our team.
-
Financial Services Specialist
3 weeks ago
South East England, United Kingdom Aether Financial Full time £55,000Audit Senior OpportunityWe are seeking a highly skilled Auditing Professional to join our team at Aether Financial.As an Audit Senior, you will lead audit teams and develop strategic relationships with clients across various sectors.With a strong understanding of UK GAAP and IFRS, you will play a key role in delivering high-quality services to our...
Pension Specialist Financial Advisor
1 month ago
Our client is seeking a G60 / AF3 qualified Financial Advisor to join their team who will benefit from a steady flow of leads for clients requiring holistic financial planning and/or DB pension advice.
This directly authorised firm is looking for a pension specialist, Financial Advisor to join their team on a self-employed basis with tiered splits for company provided leads and your own self-generated business. Ideally, you should be able to bring clients with £5m+ of funds under management and look to steadily increase this.
The business is in a position to recruit as their current Advisors are at / nearing capacity.
For holistic planning leads and enquiries, you should look to successfully onboard the client and continue to provide their ongoing servicing. Whereas, for DB pension cases, these will typically come from fellow IFAs who do not hold the license to provide DB advice. You will then review the suitability of the case and undertake the advice should it be appropriate. Typically, the original IFA will then continue the ongoing advice.
Some clients will require appointments outside of usual business hours, therefore you should be flexible to meet the needs of the clients.
You can have access to back office support from their Paraplanners and Administrators, with discussion around the level you need / cost etc.
Pension Specialist Financial Advisor Requirements
- You must hold full Level 4 Diploma in Financial Planning or equivalent and hold G60 / AF3
- You must be a current Financial Advisor with 3+ years experience and experience of DB pension cases
- You should have £5m+ of transferable business
Pension Specialist Financial Advisor Benefits
- Self-employed with OTE of £50,000+ (uncapped)
- Tiered rates for company leads and self-generated business
- Fully home-based job with once a month travel to London
- Opportunity to tap into the wider company / team for advice and guidance
Location
Home based
Liability and Disclaimer
Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
JBRP1_UKTJ
