Pension Specialist with Self-Generated Business
1 week ago
We are looking for a seasoned DB pension advisor to join our team as a self-employed Financial Advisor. As a pension specialist, you will have the opportunity to tap into our wider company network for advice and guidance.
Your primary responsibility will be to review and advise on DB pension cases, ensuring that clients receive the best possible service. You will also be required to onboard new clients and continue to provide their ongoing servicing for holistic planning needs.
In this role, you will have access to our fully home-based setup, with regular travel to London once a month. Our Paraplanners and Administrators will provide support as needed, allowing you to focus on delivering exceptional results for our clients.
Requirements:
- Minimum 3+ years of experience in financial planning, with a focus on DB pension cases
- G60 / AF3 qualification and full Level 4 Diploma in Financial Planning or equivalent
- £5m+ of transferable business
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Self-Employed DB Pension Specialist
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Pension Specialist Financial Advisor
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West End, United Kingdom Premier Jobs UK Full timeOur 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...
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Pension Specialist Financial Advisor
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Financial Advisor DB Pension Specialist
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London, Greater London, United Kingdom Premier Jobs UK Limited Full timeJob Overview:Premier Jobs UK Limited is seeking a highly qualified G60 / AF3 Financial Advisor to provide holistic financial planning and/or DB pension advice to clients.We are looking for a directly authorised firm, self-employed basis with tiered splits for company provided leads and your own generated business.Estimated Salary: £40,000 - £60,000 per...
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London, United Kingdom Pension Corporation Full timePension Insurance Corporation (“PIC”) provides secure retirement incomes through comprehensive risk management and excellence in asset and liability management, as well as exceptional customer service. Our purpose is to pay the pensions of our current and future policyholders. We achieve our purpose by setting Companywide strategic objectives and driving...
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London, United Kingdom Pension Corporation Full timePension Insurance Corporation (“PIC”) provides secure retirement incomes through comprehensive risk management and excellence in asset and liability management, as well as exceptional customer service. Our purpose is to pay the pensions of our current and future policyholders. We achieve our purpose by setting Companywide strategic objectives and...
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