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Financial adviser

Bromley
Permanent
James Frank Associates
Financial advisor
£40,000 - £50,000 a year
Posted: 2 March
Offer description

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

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