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Permanent

Financial Adviser

Lymm
money-bag 10000-500000 Annual
3160403857
Posted Yesterday

Eventus Recruitment are seeking a Financial Adviser to join a growing whole of market financial planning firm in Warrington, Cheshire. This is a full-time, permanent job paying £50,000 to £55,000, with a bonus of up to 15% of salary, a 10% employer pension contribution, 28 days holiday plus bank holidays and funded exams. The job is home based, Monday to Friday, 9am to 5pm, with a visit to the Warrington, Cheshire office around once a fortnight and no evening appointments at all. For an experienced adviser who wants to give good advice without carrying new business targets, this one is rare.Role ResponsibilitiesThe job of Financial Adviser here works differently to most adviser jobs. There is no prospecting, no new business targets and no income goals. Your time goes on the advice itself, and the technical bar is high, because the cases that reach you are the complicated ones.Key responsibilities include:Advising clients on withdrawals from onshore and offshore investment bonds, including the associated tax calculationsAdvising on access to pension benefits and drawdownCarrying out fund reviews and recommending changes where they are neededCalculating capital gains tax positions on withdrawals from investment accountsWriting your own suitability reports, supported by AI assisted report writing softwareWorking with the in house analyst and the compliance team on more complex casesDelivering advice by telephone, video and email, with no face to face client meetingsHanding ..... full job details .....

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