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Retirement Adviser, Bristol (CR-631)

£35000 - £40000 + benefits + bonuses

This opportunity suits an AF3/G60 qualified Adviser looking for an office based role.

We have an opportunity to join an award-winning firm of Independent Financial Advisers. The business has an excellent reputation for creating impartial financial solutions for both individuals and companies and are seeking to add a Financial Adviser to the business.  This is a great opportunity for someone who is keen to join a dynamic team leading of Pensions and Retirement Specialists. The role comes with a competitive basic salary and bonus structure, as well as a very good benefits package.
Job Purpose:
  • Expertly deliver independent advice on a range of financial services to clients over the telephone
  • Ensure advice given is done so in a compliant manner in line with FCA and company regulations, policies and values
  • Maintain and nurture existing client relationships
  • Deliver an excellent customer experience at all times
  • Engage with performance management processes in accordance with company policy and values 
  • Demonstrate an ability to work well with others and act as a team player
About You, your Experience and Qualifications:
  • Experience in Pensions and Retirement Planning and be well versed in DB transfers and scheme structures.  
  • CAS Status and be Level 4 Qualified with Specialist Pension qualifications such as AF3 or G60 (or intention to study to pass)
  • Strong communicator and have a working knowledge of the financial services industry. 
  • Good technical knowledge and be fully computer literate.  
  • Ability to keep abreast of changes/development in own area of expertise
  • Ability to work as part of a team
  • Oral and written communication skills
  • OTE of 60K plus
  • 23 plus days holidays
  • Company Pension Scheme
  • Private Medical Insurance
  • 4 x Death in Service.
Employment type: 
Employed (Full Time)
Financial Planning
Reference Number: