• Plan, implement and execute your business plan in line with agreed targets
• Conduct meetings providing holistic financial advice to help clients achieve their financial goals
• Create referrals and leads and generating new clients/business
• Prepare and conduct Annual Suitability Reviews for your existing client book, adhering to compliance standards
• A high percentage of AUM invested in SIPP’s, expertise in the technical aspects of pensions is essential
• Conduct all client meetings in line with the client’s business standards
• To achieve the requisite level of qualifications and maintain knowledge through Continuous Professional Development (CPD).
Required Skills and Qualifications:
• Advising for a minimum of 5 years
• Qualified to Level 4 Diploma with aspirations towards Chartered status
• Expertise in the technical aspects of pension transfers • Pension Transfer Specialist Qualification desirable
• Ability to work under pressure and meet deadlines
• Ability to understanding and communicate clearly and effectively
• Proficient with Microsoft Office and common computer programmes
• Working knowledge of Xplan or similar CRM system is advantageous.
Package