Financial Advisor

1 day ago


Brent, United Kingdom Premier Jobs UK Limited Full time
Premier Jobs UK Limited is seeking a Pension Specialist Financial Advisor to join their team as a self-employed consultant. This directly authorised firm requires an experienced Financial Advisor with a strong background in holistic financial planning and DB pension advice. The successful candidate will have the opportunity to work with clients who require comprehensive financial planning and/or DB pension advice, leveraging their expertise to provide tailored solutions.

**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.
**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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