Pension Specialist

A highly respected, prestigious professional practice are looking for an Adviser to take over a portfolio from a retiring Director. The AUM is c. £50m plus, but is currently being reviewed Clients are broadly in the c.£300k plus space. with a core focus on Pensions, specifically SIPP, SSAS and Executive pensions as well as general financial planning. All paraplanning and administration will be provided, allowing you to focus on provided exceptional client service.PackageYou will receive excellent salary and earnings (over six figures), executive benefits and
technical/paraplanning
support.The companyA leading professional practice.The RolePortfolio reviews with existing clients.Working with the business owner to transition clients across.Identifying other needs for clients, as well as any referrals possibleMaintaining up to date and compliant client files in conjunction with the technical team.Keeping up to date CPDActively seeking out new client opportunities as requiredThe candidateDiploma Level 4 as a minimum, ideally working towards CharteredAbility to manage and maximise portfolios, in line with TCF and FCA requirementsKnowledge of general planning and also ideally SIPP, SSAS and Executive Pensions.Next stepsApply with a CV to below email for confidential discussion and review of opportunity and processSend me alerts about jobs like this.Please enter your email address to continue setting up an email alert for similar jobs to this one. By entering your email address and clicking apply you will sign up to Jobs4 and agree to our terms and conditions .
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