Pension Advisor

Pension Adviser – Tunbridge Wells

£35000 – £50000

My Client has a new opening for a Pension Adviser to start immediately

They are looking for a trainee pensions adviser (IFA). The minimum qualification requirement is RO4 (pensions) and would ideally also want RO1 (regulation and ethics) or any other RO exam/s.

My client are one of the longest established, specialist Pension Release / transfer consultancies. As part of their expansion programme they are looking to recruit a qualified advisor.

Job Role:

Your job is to discuss with clients, usually by telephone, their personal circumstances and why they are looking to release their pensions early or transfer their pensions. You will record this information, analyse the client’s options and then make a recommendation.

It is therefore essential to have a good working knowledge of all types of pensions and in particular defined benefit pension schemes and pension transfers.

There is no cold calling or selling. You will be talking to clients that have contacted already for advice, so a confident telephone manner is vital and an ability to think on your feet whilst challenging client’s perception.

About you:

This role is suited to someone with prior pension transfer experience particularly defined benefits pension. In addition the candidate should have at least a couple of years practical experience in either an administration or paraplanning role within pensions.

The candidate would be expected to study towards full diploma level with the expectation that they would eventually become a qualified pension transfer specialist. As you can imagine the salary range will vary considerably depending on the candidates level of experience although they don’t need more than the above.

If you are interested in the position of Pension Adviser then apply for consideration

Job Summary

Job Title Pension Advisor
Location Sevenoaks,Kent
Job Type Permanent
Salary £50k
Last Updated 25/01/2018
Reference SF39120
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