Pension Financial Consultant

1 week ago


Brent, Greater London, United Kingdom Premier Jobs UK Limited Full time
Pension Financial Consultant

Our client is a directly authorised firm seeking a highly experienced Pension Financial Consultant to join their team on a self-employed basis. The ideal candidate will have a strong background in financial planning and experience with DB pension cases.

The successful candidate will benefit from a steady flow of leads for clients requiring holistic financial planning and/or DB pension advice. They will be responsible for reviewing the suitability of DB pension cases, undertaking advice where necessary, and collaborating with fellow IFAs to provide ongoing advice.

In addition to technical expertise, the successful candidate should be able to bring clients with £5m+ of funds under management and look to steadily increase this. Flexibility to meet client needs outside of usual business hours is also essential.

This is an excellent opportunity for a skilled Pension Financial Consultant to take their career to the next level. With access to back office support from Paraplanners and Administrators, the successful candidate will have everything they need to succeed.

Key Requirements:

  • Full Level 4 Diploma in Financial Planning or equivalent
  • G60 / AF3 qualification
  • Current Financial Advisor with 3+ years experience and experience of DB pension cases
  • £5m+ of transferable business

Benefits:

  • Self-employed with 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


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