Job Details

Pension Transfer Specialist Financial Adviser

Sector:Financial Services

Region : North West England

Location: Manchester City Centre

Salary: £40,000 then £50,000 on completion of CAS

Job Ref.: RK090.FS

Job Information

Pension Transfer Specialist Adviser Vacancy – £40,000 starting salary rising to £50,000 once CAS Achieved + Bonuses – Home based – 4xDIS

A Chartered Financial Advisers in Manchester are seeking a new Pension Transfer Specialist Adviser to provide financial advice to their clients in respect of their Pensions. The opportunity is home based after an initial 4 week training/bedding in period but will require occasional travel to the office thereafter.

To be considered for this position you will need to hold the relevant G60, AF3 and/or AF7 qualifications whilst having previous experience in a similar role.

When successful you will be responsible for making contact and building a good rapport with the clients introduced and the introducers. You'll obtain full fact find information and then review their scheme and all other pertinent information to determine whether a Transfer is the best outcome, and then give the client the best possible advice.

To help achieve this the business has a team of skilled and qualified Compliance Professionals, Paraplanners and Adviser Support staff.

Your benefits will include:

· Death in Service Benefit: 4 x Annual Salary
· Employer pension scheme matched up to 5%
· 23 days annual leave (plus statutory holidays)
· Birthday off with pay
· Annual leave purchase scheme

Apply now or contact Richard by phone/text/whatsapp on 07852419897 or email Richard.kunman@cameron-james.co.uk for more information.