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Pensions Specialist, Nationwide, 150k + OTE, Clients Provided

Posted 5 February by CleverHR Easy Apply Ended

Our client is a nationwide and award-winning firm, that provides financial advice to personal and corporate clients throughout the UK. The firm have extensive experience in advising on medical professionals, teachers, and other public-sector pension schemes.

Presently, the firm have an opportunity for a self-employed AF3 or G60 qualified adviser to join the team. Currently, there is an overload of pensions transfer leads being generated through the firms’ affinity partners and the firms’ advisers - Approximately, there is an average of 3 cases per week guaranteed. The pensions transfer advisers within the firm are writing in excess of £250k per year with even greater potential for business. With a competitive commission split, this opportunity gives an individual the realistic opportunity to achieve a salary of £150K+ in the first year.


  • Competitive commission splits
  • Vast opportunities with existing and potential clients
  • A three-day residential course providing the technical and business development training you need to get up and running quickly and writing business effectively
  • Support by a Business Development Executive to assist with developing your business locally
  • Market-leading business processing system incorporating risk-profiling and compliance sign-off ensures you spend less time on administration and more time with clients
  • An affinity group marketing programme that generates qualified client leads
  • A wide range of fully-researched products and investment funds and services selected to meet the needs of your clients, enabling you to advise on all main areas of financial planning with confidence
  • Business development support from an Adviser Support Team when required
  • Knowledge, Skills & Experienced Required
  • Minimum of Level 4 qualification + AF3 or G60
  • Minimum of 2 years client facing experience

Required skills

  • Affinity
  • Financial Planning
  • Investment
  • Pensions

Reference: 33851202

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