Pension Transfer Specialist
1 week ago
This role provides a unique opportunity for a Pension Transfer Specialist to work as a self-employed consultant, offering independent financial advice to clients. You will be responsible for building a client bank through our established lead generation process.
You will typically advise clients on consolidating their pensions, with an average transfer value of £200,000. This will often lead to further financial planning opportunities, such as investment and tax planning.
Our aim is for you to establish a client bank of around 200, with a total FUM of approximately £40 million.
To achieve this, you will need to demonstrate excellent communication skills, a strong understanding of financial planning concepts, and the ability to work independently as a self-employed consultant.
Requirements:
- You should hold a Level 4 Diploma in Financial Planning or equivalent.
- You should hold Chartered Associate status as a Financial Advisor.
Estimated salary: £60,000 - £80,000 per annum depending on experience.
About Premier Jobs UKPremier Jobs UK is a leading recruitment agency specialising in financial services roles. We have a strong reputation for providing high-quality job opportunities to professionals in the industry.
Key BenefitsWe offer a range of benefits, including competitive salaries, comprehensive training, and ongoing support to help you succeed in your career.
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