Pension and Investment Expert

1 day ago


Brent, United Kingdom Premier Jobs UK Limited Full time
TPBN1_UKTJ is seeking an experienced Financial Advisor with a strong focus on DB pension advice to join their team as a self-employed consultant. As a directly authorised firm, they require an individual with a deep understanding of holistic financial planning and DB pension advice to work with clients who need comprehensive financial planning and/or DB pension advice. The successful candidate will have the opportunity to work with clients who value expert advice and seek to achieve their financial goals.

**Job Description:**

As a Pension Specialist Financial Advisor, you will be responsible for providing high-quality DB pension advice and holistic financial planning to clients, ensuring their needs are met and goals achieved. You will work closely with fellow IFAs to identify potential clients requiring DB pension cases, reviewing suitability and undertaking advice as necessary. Additionally, you will maintain a steady flow of leads for company-provided clients, while also generating business through self-directed efforts.

**Requirements and Qualifications:**
  • Hold full Level 4 Diploma in Financial Planning or equivalent.
  • Be a current Financial Advisor with at least 3 years' experience and a proven track record in DB pension cases.
  • Have £5m+ of transferable business.
**Benefits:**
  • Self-employment structure with uncapped OTE of £50,000+
  • 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


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