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Telephone based Pensions Adviser, North Bristol (CR-631)

£35000 - £ OTE 60k plus company benefits
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
 
Benefits:
 
• OTE of 60K plus
• 23 plus days holidays
• Company Pension Scheme
• Private Medical Insurance
• 4 x Death in Service.
Location: 
North Bristol
Job Role: 
Employment type: 
Employed (Full Time)
Sector: 
Pensions - Advisory
Reference Number: 
CR-631