Pension Transfer Adviser - National role

Reference:

FSR080618

Role:

Independant Financial Advisor Roles, National IFA - Salaried

Salary:

£38,000 to £40,000 Per Annum

Benefits:

Weekly bonuses and excellent back up and support

Town/City:

National

Contract Type:

Salaried

We have a new and exciting national opportunity for Financial Advisers that is different. It is a home-based role, offering the Client jargon free advice on how to maximise the value of their pension at greatly reduced charges. They are offered a retirement planning service that is actively managed for them with regular reviews. This is something that most fee based financial planning organisations do not offer to the general public.

The role comes with a salary of £38K pa with bonuses bringing potential earnings is in excess of the £75K region. The appointments are booked in for you at times to suit you and your working day. On average, you speak to 4 clients per day and each call last about 40 minutes. These Client are qualified client leads who actually want to change their existing pension arrangements to something that is far more effective and up to date.

They have been properly fact-found beforehand, and you go through a fact find resume, attitude to risk, and gain a commitment to proceed with your advice. It’s all done electronically. Suitability letters are produced for you as well.

We are very impressed with this organisation and their professionalism and the service they provide for their new and existing Clients. They even search for lost pensions for their Clients and even finding penions that these Clients were not even aware of!

They have a large marketing department, and their administration and technolongy side is excellent, and they provide first class back up and support for their Financial Advisers as well as all the training required.

They are looking for experienced Financial Adviser who are used to offering advice to Clients over the telephone and have reasonable knowledge on pensions. It is important that you have a good telephone manner and able to develop rapport with these potential Clients on the phone. This is one of our top jobs.