Defined Benefit Pension Transfer Adviser

Posted on Jan 20, 2019 by Anonymous

Swindon, Swindon United Kingdom
Accountancy
Immediate Start
Annual Salary
Full-Time
Purpose

This is an employed, multi-tied Financial Adviser position, providing advice to clients on the suitability of transferring out of their Defined Benefit Pension scheme.

The function is office based and all advice is pre-approved by a technical checking team, ensuring support in providing the best customer outcomes within a complex market place.

Main accountabilities

• To provide clients, with suitable financial advice through competent analysis of their personal circumstances and financial position
• Gather information needed to provide financial advice
• Analyse information needed to provide financial advice
• Presentation of advice to clients, via telephone, video or face to face
• Act as a point of expertise for Partner's, Sales Management, QRMs and the wider business to ensure that their needs are met any advice issues resolved
• Undertake all aspects of the role in an ethical, compliant, diplomatic and professional
Key relationships
Build and maintain professional and effective relationships with the following internal stakeholder groups.
• Field based Advisers
• PAs and Paraplanners
• Practice Principles
• Practice Supervisors
• Sales Review Team/Complaints
• T&C
• Learning and Development
Qualifications
The following qualification is essential:
• Diploma
• G60 and/or AF3 and/or Certificate in Pension Transfers
The following qualification is advantageous:
• Chartered - Level 6
Experience
• Minimum of 5 years within an advice based role in Financial Services

The client offers an extensive benefits package including:- 25 days holiday, 4 x DIS, Critical Illness, 5% matched pension, Employee Equity Plan, Flexible Benefits Scheme and Annual bonus

For more information please contactt Nick Tagg on (phone number removed)

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age

Reference: 615559620

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