Pension and Investment Specialist

6 days ago


Sheffield, Sheffield, United Kingdom Andy File Associates Limited Full time

Job Opportunity with Andy File Associates Limited

About the Role

We are seeking a highly experienced and enthusiastic Financial Advisor to join our team at Andy File Associates Limited. As a Financial Advisor, you will be responsible for providing expert financial planning advice to our clients, helping them to achieve their financial goals.

Key Responsibilities

  • Provide financial planning advice to clients, including pension and investment planning
  • Develop and maintain a strong client base, generating new business opportunities
  • Work closely with our client's existing clients to provide ongoing service and support
  • Conduct research and report writing to support client investment management reviews
  • Collaborate with our specialist administrators, paraplanner, and compliance manager to ensure seamless back office support

Requirements

  • Level 4 Diploma qualified Financial Advisor with years of financial planning advice experience
  • Competent Adviser Status
  • Up-to-date Statement of Professional Standing
  • Proven track record of converting business opportunities
  • Good working knowledge of pensions and investments

Benefits

  • Salary of £35,000 - £50,000 subject to experience and qualifications
  • Holiday pay, phone, laptop, and bonus structure to enable excellent OTE
  • Office-based role with travel to meet clients in person
  • Self-employed option available
  • Employer-funded pension scheme
  • Company car (option)
  • Flexi equivalent time for early evening appointments
  • 25 days holiday plus bank holidays


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