Purpose of the Role:
To provide the technical support and relationship management necessary to support the successful transition of Defined Benefit / Final Salary schemes from employers and trustees wishing to ‘de-risk’ by winding-up existing pension arrangements.
Key Accountabilities:
• Initial on-boarding
• Co-ordination of buy-in/buy-out
• Technical advice
• Relationship management
• Scheme installation
• Reporting
• Maintain competence
• Data administration
Skills & Knowledge:
• Proven experience in Defined Benefit / Final Salary schemes with...
Working for a firm who have built up their product range over the past 25 years and are now turning over £2 million per year. You will be speaking to both IFA's and IFA networks promoting their brand of Investment and Income products, which incorporate the top 10 FTSE companies throughout the whole of the UK. In addition to this you will also have an integral role in developing the companies products and shaping the future of the company with it. You should be an ambitious and dynamic individual who has experience with Investments and is at least FPC qualified. This is a fantastic...
Our clients are a leading global provider of financial services and banking. Due to expansion they now require a number of IFA’s in London. The role will be to provide holistic financial planning advise to HNW private clients referred from within the business by internal introducers. Candidates must have full CFP or the equivalent and diploma status level 4 or be close to completing it. Candidates must have experience as an IFA or financial adviser with a good track record of revenue income against targets or peers. The position is all leads provided and is an excellent opportunity to...
Our clients are a leading global provider of financial services and banking. Due to expansion they now require a number of IFA’s in London. The role will be to provide holistic financial planning advise to HNW private clients referred from within the business by internal introducers. Candidates must have full CFP or the equivalent and diploma status level 4 or be close to completing it. Candidates must have experience as an IFA or financial adviser with a good track record of revenue income against targets or peers. The position is all leads provided and is an excellent opportunity to...
Our clients are a leading global provider of financial services and banking. Due to expansion they now require a number of IFA’s in London. The role will be to provide holistic financial planning advise to HNW private clients referred from within the business by internal introducers. Candidates must have full CFP or the equivalent and diploma status level 4 or be close to completing it. Candidates must have experience as an IFA or financial adviser with a good track record of revenue income against targets or peers. The position is all leads provided and is an excellent opportunity to...
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