Financial Advisor
1 day ago
**Key Responsibilities:**
- Provide holistic financial planning and DB pension advice to clients, ensuring that their needs are met and goals achieved.
- Work closely with fellow IFAs to identify potential clients requiring DB pension cases, reviewing suitability and undertaking advice as necessary.
- Maintain a steady flow of leads for company-provided clients, while also generating business through self-directed efforts.
- 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.
- 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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