DB Pension Planning Expert
4 weeks ago
We are seeking a highly experienced DB Pension Planning Expert to join our client's team. This is an excellent opportunity for a skilled professional to take their career to the next level.
The successful candidate will be responsible for providing expert advice on DB pension cases, working closely with the client's existing Advisors and collaborating with fellow IFAs to provide ongoing advice. They will also be responsible for reviewing the suitability of these cases and undertaking advice where necessary.
In order to succeed in this role, the successful candidate will require a strong background in financial planning, experience with DB pension cases, and the ability to bring clients with £5m+ of funds under management.
The role offers a number of benefits, including a competitive salary, tiered rates for company leads and self-generated business, and the opportunity to work from home with occasional travel to London.
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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