Financial Planning Expert

4 days ago


Wembley, United Kingdom Premier Jobs UK Limited Full time

About the Role

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We are seeking a highly experienced Financial Planning Expert to join our team on a self-employed basis. As a Pension Specialist Financial Advisor, you will be responsible for providing holistic financial planning and DB pension advice to clients. You will have access to a steady flow of leads and will work with fellow IFAs who do not hold the license to provide DB advice.

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Key Responsibilities

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  • Review the suitability of DB pension cases and undertake advice when appropriate">
  • Successfully onboard clients and continue to provide ongoing servicing for holistic planning leads">
  • Meet the needs of clients by being flexible and available outside of usual business hours">
  • Have access to back office support from Paraplanners and Administrators">
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Requirements

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  • Hold full Level 4 Diploma in Financial Planning or equivalent and G60 / AF3 qualifications">
  • Be a current Financial Advisor with 3+ years of experience and expertise in DB pension cases">
  • Have £5m+ of transferable business">
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Benefits

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  • Self-employed with an 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">
  • Estimated salary: £50,000 - £75,000 per annum">


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