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Permanent

Financial Adviser

Orpington
money-bag 40000.00-40000.00 Annual
3085440839
Posted 5 days ago

Our client, a leading business in the field, is seeking a Level 4-qualified Financial Adviser to join their team on a full-time, permanent basis. Due to growth a new role has arisen for a Qualified Financial Advisor to join our clients'' team, working closely with the business to provide a high-level of ongoing financial advice to existing clients around their pension holdings, focusing on client annual reviews, analysis and suitability. The ideal candidate will hold their Level 4 qualification and have a minimum of 5 years'' experience as a Financial Advisor, ideally with a focus on pensions. Key Responsibilities:Conduct and oversee annual reviews for ongoing clients, including full assessment of pension performance, fund choice and withdrawalsAnalyze pension policy information obtained via provider portal sSign-off and review annual suitability reports Provide regulated advice on retirement options including drawdowns and annuities Analyse and identify client risksEnsure all advice is in line with FCA regulationsSupport other areas of the business when requiredKey Experience:Level 4 Diploma Advisor status Ideally have a minimum of 5 years'' experience as a Financial Advisor, with a strong knowledge of pensionsEnsure FCA rules and regulations are met at all times Strong working knowledge of pensions, taxation and retirement planning Confident delivering annual reviews and suitability reportsConfident working both independently and as part of the wider team Confident ..... full job details .....

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