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- You will receive excellent salary and earnings (over six figures), executive benefits and technical/paraplanning support.
- A leading professional practice.
- Portfolio reviews with existing clients.
- Working with the business owner to transition clients across.
- Identifying other needs for clients, as well as any referrals possible
- Maintaining up to date and compliant client files in conjunction with the technical team.
- Keeping up to date CPD
- Actively seeking out new client opportunities as required
- Diploma Level 4 as a minimum, ideally working towards Chartered
- Ability to manage and maximise portfolios, in line with TCF and FCA requirements
- Knowledge of general planning and also ideally SIPP, SSAS and Executive Pensions.
- Apply with a CV to below email for confidential discussion and review of opportunity and process
Pension Specialist - Preston, United Kingdom - Ferguson Dean
Description
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.
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