Senior Financial Planner

3 weeks ago


Brent, Greater London, United Kingdom Premier Jobs UK Limited Full time
Premier Jobs UK Limited is seeking a skilled Financial Advisor - Pension Specialist to join their team as a self-employed professional. This role offers a lucrative opportunity with an estimated annual salary of £50,000+ (uncapped), providing a flexible and autonomous work environment from home with occasional travel to London.

This pension specialist financial advisor will be responsible for delivering holistic financial planning and DB pension advice services to clients. The ideal candidate should hold a full Level 4 Diploma in Financial Planning or equivalent, possess G60/AF3 qualifications, and have at least 3 years of experience as a Financial Advisor with expertise in DB pension cases. A proven track record of managing £5m+ of transferable business is also essential.

The benefits of this role include:
• Self-employment with uncapped on-target earnings of £50,000+
• Tiered rates for company leads and self-generated business
• Fully home-based job with once-a-month travel to London for meetings and training
• Opportunities to tap into the wider company network for advice and guidance
• Access to back-office support from experienced Paraplanners and Administrators

A comprehensive understanding of DB pension cases, along with excellent communication and client management skills, is crucial for success in this position. If you are a seasoned Financial Advisor looking for a challenging and rewarding role, please apply.
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