Job Description
Job Description
Behind every investment is a person with ambitions, motivations and values. While we know that every client is unique, they come to J.P. Morgan Personal Investing for the same reason: our straightforward and transparent approach to investing, and the trust that 150 years of J.P. Morgan heritage brings.
J.P. Morgan Personal Investing offers award-winning investments, products and digital wealth management services to over 275,000 investors in the UK. We built the business with innovation as a core part of our ethos to give consumers the confidence and clarity to make informed investment decisions and achieve their financial goals.
As a Financial Adviser specialising in drawdown advice, you will provide restricted, regulated advice to clients considering or taking withdrawals from their pensions. Based in our Canary Wharf office, you will engage with clients remotely via telephone and Zoom, ensuring they receive clear, compliant, and technically robust guidance tailored to their individual needs.
Key Responsibilities
1. Deliver high-quality, restricted financial advice to clients on pension drawdown and withdrawal strategies.
2. Conduct thorough fact-finding and needs analysis to understand each client’s circumstances, objectives, and risk profile.
3. Explain complex pension and drawdown concepts in a clear, clien...