Role details

Home Based Pensions IFA

Hertfordshire   •   £20,000 - £60,000   •  Permanent

Bullet points

  • Home Based Pensions Independent Financial Advisor
  • Highly competitive and uncapped commission on offer

About Our Client

This company is currently looking for an experienced Home Based Pensions IFA to join their growing team in a home based capacity. The successful Pensions advisor will become a valued member of the business and their sole purpose to deliver advice on private and workplace pensions. The business has been experiencing double digit growth with further forecasted and this role has been created to to business requirements and an abundance of leads, which are now required to be closed. This Financial Services business is Based in Hertfordshire with offices in London also and therefore the more local you are the better for future opportunities

Job Description

This is about helping clients weigh up their options as to the benefits of the Pension schemes they are on as well as what is available on the market.

Delivering a high quality, technically competent and compliant financial advisory service to new clients. The role is to maintain a bank of clients through exceptional service and convert leads supplied by this market leading pensions financial advisory firm. Majority of your business will be specialising in pension transfers. Any self-generated business will be rewarded with a higher bonus rate however there is an abundance of leads that will be supplied form the company.

The Home Based Pensions IFA position has the benefit of a full administrative team and para-planning team support as well.

The Successful Applicant

Essential Skills and Experience:

- AF3/G60 qualification
- Level 4 and Level 6 Diploma
- A number of years working as a Pensions IFA
- Proven experience dealing with clients, whether face to face or over the phone
- Knowledge of Microsoft Office
- Accurate and numerate

Desirable Skills and Experience:

- R04/Chartered status

What's on Offer

All IT systems and phone will be supplied, and typical working hours will vary, but typically be 37.5 hours per week. All calls and actions are recorded for regulation purposes, and no travel will be required to see clients.

A fantastic opportunity for the right individual with uncapped commission and therefore great earning potential

Apply for this job

Click the Apply or LinkedIn button below or contact Joe West quoting job reference 13711978
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