Our client, a leading business in the field, is seeking a Level 4-qualified Financial Adviser to join their team on a full-time, permanent basis.
Due to growth a new role has arisen for a Qualified Financial Advisor to join our clients’ team, working closely with the business to provide a high-level of ongoing financial advice to existing clients around their pension holdings, focusing on client annual reviews, analysis and suitability.
The ideal candidate will hold their Level 4 qualification and have a minimum of 5 years’ experience as a Financial Advisor, ideally with a focus on pensions.
Key Responsibilities:
* Conduct and oversee annual reviews for ongoing clients, including full assessment of pension performance, fund choice and withdrawals
* Analyze pension policy information obtained via provider portal s
* Sign-off and review annual suitability reports
* Provide regulated advice on retirement options including drawdowns and annuities
* Analyse and identify client risks
* Ensure all advice is in line with FCA regulations
* Support other areas of the business when required
Key Experience:
* Level 4 Diploma Advisor status
* Ideally have a minimum of 5 years’ experience as a Financial Advisor, with a strong knowledge of pensions
* Ensure FCA rules and regulations are met at all times
* Strong working knowledge of pensions, taxation and retirement planning
* Confident delivering annual reviews and suitability reports
* Confident working both independently and as part of the wider team
* Confident liaising directly with clients and providers
This an excellent opportunity for a qualified Financial Advisor to join a thriving business with an excellent reputation in their field.
You will be joining a friendly and knowledgeable team, working closely with a portfolio of existing clients to ensure a high-level of ongoing advice is maintained.
CVs are being reviewed, so please apply now for immediate consideration