Holistic Financial Planner with DB Pension Expertise

1 week ago


London, Greater London, United Kingdom Premier Jobs Uk Limited Full time
Key Responsibilities

The ideal candidate for this holistic financial planning role will have experience working with £5m+ of transferable business and hold a Level 4 Diploma in Financial Planning or equivalent.

You will be required to have G60 / AF3 qualifications and be able to bring clients with significant funds under management.

This opportunity offers a competitive OTE of £50,000+ (uncapped) and tiered rates for company leads and self-generated business.



  • London, Greater London, United Kingdom Premier Jobs UK Full time

    Pension Specialist Financial AdvisorJob Description:As a Pension Specialist Financial Advisor with Premier Jobs UK, you will play a critical role in delivering expert advice on holistic financial planning and DB pension cases. With a focus on client-centric service, you will be responsible for building strong relationships with clients and providing tailored...


  • London, Greater London, United Kingdom Premier Jobs UK Full time

    Pension Specialist Financial AdvisorJob Summary:We are seeking a highly skilled Pension Specialist Financial Advisor to join our team at Premier Jobs UK. As a self-employed Financial Services Professional, you will be responsible for delivering expert advice on holistic financial planning and DB pension cases. With a strong background in Financial Planning...


  • London, Greater London, United Kingdom Premier Jobs UK Limited Full time

    At Premier Jobs UK Limited, we are seeking a skilled Financial Advisor to join our team. This is an excellent opportunity for a pension specialist who can provide holistic financial planning and DB pension advice.This directly authorised firm offers a self-employed basis with tiered splits for company-provided leads and your own generated business. Our ideal...


  • London, Greater London, United Kingdom Financial Divisions Full time

    As a Technical Financial Planner Leader at Financial Divisions, you will play a crucial role in imparting your knowledge across the business, creating a culture of excellence and driving growth.You will work closely with clients to develop comprehensive financial plans, utilizing your expertise to navigate complex technical cases and deliver high-quality...


  • London, Greater London, United Kingdom Premier Jobs UK Full time

    Job DescriptionProvide comprehensive pension planning and advice to clients, including DB pension cases and holistic financial planning.Work closely with fellow IFAs to ensure seamless transitions and ongoing servicing.Maintain a steady flow of leads and generate new business opportunities.Collaborate with the company's Paraplanners and Administrators to...


  • London, Greater London, United Kingdom Financial Divisions Full time

    Unlock Your Financial PotentialAs a seasoned Financial Planner, you will have the opportunity to excel in a dynamic and entrepreneurial environment. Our client, a reputable Chartered firm, offers a unique self-employed role with a financial draw/support for 12-18 months. This innovative solution allows you to build a viable book of business or bring your...


  • London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job Title:Senior Financial PlannerSalary Range:£50,000 - £70,000 per annumJob Description:In this challenging role as Senior Financial Planner with Artemis Recruitment Consultants Ltd, you will provide financial planning support to Private Client Advisors. Your primary responsibilities include preparing lifetime cashflow models for clients and...


  • London, Greater London, United Kingdom Premier Jobs UK Full time

    About the RoleWe are looking for an experienced DB Pension Specialist to provide holistic financial planning and advice to clients. The ideal candidate will have a deep understanding of pension schemes and be able to navigate complex financial scenarios.


  • London, Greater London, United Kingdom Pension Corporation Full time

    Financial Systems Analyst - Defined Benefit PensionsWe are seeking a Financial Systems Analyst to join our Customer Operations function. As a key member of our team, you will be responsible for analysing and implementing improvements to financial systems and processes that support our defined benefit pension schemes.About YouYou will have experience in...


  • London, Greater London, United Kingdom IPS (Pensions Legal) Recruitment Full time

    Pensions Legal TeamWe are seeking a Pensions Solicitor with expertise in defined benefit liability management to join our high calibre in-house legal team. The ideal candidate will have strong exposure to DB de-risking work and a minimum of 2 years PQE as a Pensions Solicitor.Key ResponsibilitiesProviding expert legal advice on bulk annuity and de-risking...


  • London, Greater London, United Kingdom Eden Resourcing Full time

    Are you a successful IFA seeking a professional environment where you can provide bespoke wealth management services to HNW clients? Our client, Eden Resourcing, is looking for an accomplished Financial Planner to join their team. Your role will involve managing and developing a portfolio of high net worth clients, providing holistic wealth management...


  • London, Greater London, United Kingdom Premier Jobs UK Full time

    Pension Specialist Financial AdvisorCompany Overview: Premier Jobs UK is seeking a highly skilled Fiduciary Manager to join their team. As a Pension Specialist Financial Advisor, you will be responsible for providing expert advice on holistic financial planning and DB pension cases.Salary: £60,000 - £80,000 per annum, depending on experience.About the...


  • London, Greater London, United Kingdom Aether Financial Full time

    About UsAether Financial is a Top 100 accountancy firm in the City of London, committed to delivering exceptional audit services to our clients.We are currently seeking an experienced Audit Senior to join our team. The successful candidate will have expertise in auditing OMBs, charities, and large listed companies.Key Responsibilities:Lead audits for diverse...

  • Financial Planner

    3 days ago


    London, Greater London, United Kingdom Quilter Financial Planning Full time

    Are you a detail-oriented individual with excellent communication skills? We are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning.Job Description:We provide high-quality advice services to support our clients in achieving their financial goals. As a Financial Advisor, you will be responsible for working closely with our...


  • London, Greater London, United Kingdom Service Care Solutions Ltd Full time

    In this dynamic Paraplanner Professional role, you will work closely with our experienced Financial Planners to deliver exceptional client service at Service Care Solutions Ltd in Oxfordshire.Main Responsibilities:Undertake thorough financial analysis and research to inform tailored planning recommendations and ensure seamless implementation.Support...


  • London, Greater London, United Kingdom Blakemore Recruitment Full time

    We are recruiting for a Senior Paraplanner at Blakemore Recruitment, based in Golders Green. This role offers a competitive salary of £50,000 - £60,000 per annum and hybrid working arrangements.Job DescriptionThis is an exciting opportunity to join a highly regarded financial planning practice as a Senior Paraplanner. You will be responsible for preparing...


  • London, Greater London, United Kingdom Dynamite Recruitment Solutions Ltd Full time

    Pension Scheme Administrator Job SummaryWe are seeking an experienced Pension Scheme Administrator to join our team. The successful candidate will have a strong background in pensions administration and be able to provide technical support to our advisors.Key Responsibilities:Administering pension schemes and assisting with DB pension transfersPreparing...


  • London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    We are seeking a skilled Senior Financial Planner to join our clients based in central London. Our client is one of the market leaders within wealth management across Europe.Key Responsibilities:Analyse trading client portfolios and accounts to provide FCA regulated advice on areas including pension transfers, investment taxation and account structure...

  • Pensions Editor

    3 weeks ago


    London, Greater London, United Kingdom The Financial Times Full time

    About the Role">We are seeking a skilled and experienced journalist to cover the global pensions industry, specifically in London. This is an exciting opportunity for someone who wants to delve into the world of investment management, public policy, and corporate finance.">As Pensions Correspondent, you will be responsible for uncovering breaking news...


  • London, Greater London, United Kingdom Sainsbury's Full time

    Job OverviewWe are seeking a skilled Chief Financial Planner to join our team in London, EC1N 2HT. This is a permanent position that offers a competitive salary and benefits.ResponsibilitiesSupport the creation of financial models and analytics for Working Capital opportunitiesDevelop and report on periodic project review packs, providing insights and...