My client offers virtual face-to-face financial advice in an affordable and convenient way, online. Making truly independent financial advice accessible to all, regardless of wealth.
They are a dynamic, fast-moving team, meeting an ambitious plan for sustainable growth and are now recruiting a further G60/AF3 qualified Pension Transfer Specialist to build on that momentum.
The successful candidate will be able to provide regulated advice upon all areas, including pensions consolidation, Defined Benefit pension transfers, lifetime allowance issues and retirement planning, and deliver this both in person and via detailed suitability reporting.
Strong organisation and time management skills are essential, together with open communication and a great work ethic. Managing several his own cases independently, the Pension Transfer Specialist will also coach and approve the reporting of other Advisers, acting as a mentor for Advisers and Paraplanners alike.
As a Senior member of the team, the role holder will be exemplary in complying with the requirements of the Financial Services and Markets Act 2000, and the FCA Principles, Rules and the Code of Practice for Approved Persons. They will also maintain a Statement of Professional Standing from an approved Accredited Body always and act in a professional, compliant and client focused manner in accordance with company values.
In return, all leads will be provided together with circa £50k Basic dependent on experience plus uncapped bonus. Training and development will be supported alongside accelerated advancement within the business for those ready to seize the opportunity to progress.
For more information on this role, please contact Frankie Pailing at Recruit UK on 01179-450450, quote ref 11769