Financial Advisor
4 days ago
Unlock Your Potential as a Financial Advisor
Are you a fully qualified Financial Advisor (Level 4, SPS) with a pension transfer qualification looking for a challenging and rewarding role? Our client, a leading wealth management firm, is seeking a talented individual to join their expanding Expat Advisory Team based in the UK.
About the Role:
- Client Management: Provide annual reviews and ongoing advice to expat clients with UK pensions, ISAs, Bonds, and Investment accounts.
- New Business Development: Handle new enquiries from UK-based IFAs who no longer serve expat clients.
- Project-Based Work: Advise former UK employees now living abroad on their pension entitlements, with ongoing projects for major international companies.
Why Choose This Role?
- Competitive Salary: £47,500 + quarterly bonus (OTE £60K-70K)
- Benefits: Pension, Death in Service (DIS), and healthcare cash plan
- Future Opportunities: Share incentive plan launching in 2025
This role offers a unique blend of client management, new business development, and project-based work, making it both varied and engaging. Join a team where you can make a real impact on clients' financial futures.
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