Pension Specialist with Self-Generated Business

1 week ago


West London, United Kingdom Premier Jobs UK Limited Full time
Job Description

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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