Pension Transfer Specialist

  • Job Reference: 429
  • Date Posted: 9 September 2020
  • Recruiter: CF30 Consulting Ltd
  • Location: Knutsford, Cheshire
  • Salary: £35,000 to £50,000
  • Sector: Financial Advisers
  • Job Type: Permanent
  • Contact: Jon Minns
  • Email: jon@cf30.co.uk

Job Description

CF30 Consulting is proud to be recruiting for an employed G60/ AF5/ AF7 qualified IFA or Pension Transfer Specialist for a leading independent financial advisory firm in Knutsford, Cheshire.  

They have a full team of back office staff responsible for adviser support, research and paraplanning. 

Our client can provide all leads and new business enquiries.

Required Qualifications: G60/ or AF5 or AF7  & Level 4 Diploma in Financial Planning and have at least 3 years in a financial advisory role.

Required Skills: At least 3 years in a financial advisory role.

Job Description: The key duties of the role are listed below. Due to the nature of the business the role may also include additional responsibilities considered reasonable by the Company.

  • Provide strategic advice across a variety of financial products and services (Defined Benefit Pensions, Pensions, Investments & Savings, Protection)
  • Assess client’s financial circumstances, understand their needs and develop a comprehensive financial plan
  • Make recommendations to clients that meet their goals and ambitions
  • Cultivate the client base and build relationships
  • Keep abreast of new industry developments and research the market to ensure that knowledge is current
  • Keep up to date with financial products and legislation and comply with all industry rules and regulations