Financial Adviser

Posted 5 March by Edward Bond

EB Associates Group is a Directly Authorised FCA regulated Wealth Management company

We are currently looking for a number of highly successful Pension Transfer Specialists to join our growing practice. Any location in the UK will be considered.

On offer is full Para planning support, along with a full fact find, you will be provided with qualified leads to build on the client base and an attractive remuneration scheme. You will also receive comprehensive administrative support, meaning you can focus on maximising your client facing opportunities. You will see 10+ clients per week. All business will be chased through by the back office team to ensure you achieve your goals.

Candidates must be presentable and professional with excellent verbal communication skills. To be considered, applicants must have passed DipFA as a minimum and be fully committed to on-going training, which is provided by the company.

Please forward an up to date CV to apply.

Core Criteria

  • Pension Adviser (desirable)
  • Level 4 Diploma Qualified
  • Excellent relationship building skills.
  • Pension Transfer

Required skills

  • Experience of Pension Transfers
  • Financial Advice
  • Wealth Management

Remuneration: £25-30K (minimum guaranteed in year 1) Year 2 £45-60K OTE Year 3 £55-80K

Required experience:

  • Financial Services: 1 year

Required licences or certifications:

  • DipFA
  • Driving License

Advisor Adviser Pension DipFADipFSG60FP

Required skills

  • Pensions
  • Sales
  • dipfa

Application questions

Have you passed DipFA?
Do you have a driving licence and car?

Reference: 34289241

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