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Permanent

Part-Time Financial Adviser

Orpington
money-bag 40000.00-40000.00 Annual
3074812754
Posted 1 week ago

Our client, a leading business in the field, is seeking a Level 4-qualified Financial Adviser to join their team on a part-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 withdrawals Analyze pension policy information obtained via provider portal s Signoff and review annual suitability reports Provide regulated advice on retirement options including drawdowns and annuities Analyse and identify client risks Ensure all advice is in line with FCA regulations Support other areas of the business when required Key Experience: Level 4 Diploma Advisor status Ideally have a minimum of 5 years experience as a Financial Advisor, with a strong knowledge of pensions Ensure FCA rules and regulations are met at all times Strong working knowledge of pensions, taxation and retirement planning Confident delivering annual reviews and suitability reports Confident working both independently and as part of the wider team Confident l

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