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Our client is seeking a G60 / AF3 qualified Financial Advisor to join their team who will benefit from a steady flow of leads for clients requiring holistic financial planning and/or DB pension advice.
This directly authorised firm is looking for a pension specialist, Financial Advisor to join their team on a self-employed basis with tiered splits for company provided leads and your own self-generated business. Ideally, you should be able to bring clients with £5m+ of funds under management and look to steadily increase this.
The business is in a position to recruit as their current Advisors are at / nearing capacity.
For holistic planning leads and enquiries, you should look to successfully onboard the client and continue to provide their ongoing servicing. Whereas, for DB pension cases, these will typically come from fellow IFAs who do not hold the license to provide DB advice. You will then review the suitability of the case and undertake the advice should it be appropriate. Typically, the original IFA will then continue the ongoing advice.
Some clients will require appointments outside of usual business hours, therefore you should be flexible to meet the needs of the clients.
You can have access to back office support from their Paraplanners and Administrators, with discussion around the level you need / cost etc.
Pension Specialist Financial Advisor Requirements
- You must hold full Level 4 Diploma in Financial Planning or equivalent and hold G60 / AF3
- You must be a current Financial Advisor with 3+ years experience and experience of DB pension cases
- You should have £5m+ of transferable business
Pension Specialist Financial Advisor 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
Location
Home based
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