Desk Based Adviser - Manchester / Liverpool / N Wales / Lakes

Basic to £35,000 + bonus - Financial Advice
Ref: 436 Date Posted: Wednesday 06 Feb 2019
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Role:                    Desk Based Financial Adviser

Location:             North West

Remuneration:    Basic to £35k + bonus with minimum anticipated earnings of £50k

 

Our client is a prestigious, international Financial Services organisation, operating as a group of individual, specialist companies. The Group has been established for over 30 years, throughout which time it has grown organically & via acquisition. The company provides financial planning advice in the UK for private clients, companies & their employees & for ex-pats living abroad. Its Head Office is in the North West of England, with other offices elsewhere in Europe, Australia, South Africa & USA.

The firm is now seeking to appoint a Desk Based Adviser, specialising in DB Pension Transfers, based at its prestigious Head Office in a vibrant part of the North West. If you don’t currently hold CF30 permission, you will be given the best training & support in order for you to quickly obtain this. Reporting to the Head of Global Services, you will then conduct fact-finds over the phone with clients who are employed by one of the world’s major investment banks, in order to offer them fully compliant desk-based advice regarding enhanced transfer values in respect of their preserved DB pension benefits. All clients will be provided & you will receive full administration support.

Key qualifications, skills & experience required:

  • Diploma or Chartered
  • G60 or AF3 or AF7
  • DB Transfer experience, either as an Adviser or Paraplanner
  • Excellent Suitability Report writing skills & experience
  • Articulate, with excellent communication & relationship management skills
  • Strong organisational skills
  • Highly motivated, determined & ambitious
  • If not currently an Adviser, you will have the desire to become one

Remuneration & benefits:

  • Salary £35K
  • Unlimited, performance related bonus, payable from day 1
  • Minimum OTE £50K
  • Superb benefits, including Pension, DIS & PMI
  • Excellent opportunities for career progression to field-based Adviser

For additional information please email david@keillar.com , or call David Hill on 0797 999 6365