Pension Transfer Specialist | Independent Financial Adviser in Ellesmere Port
Pension Transfer Specialist | Independent Financial Adviser

Pension Transfer Specialist | Independent Financial Adviser in Ellesmere Port

Ellesmere Port Full-Time 36000 - 60000 Β£ / year (est.) No home office possible
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At a Glance

  • Tasks: Provide expert advice on pension transfers and build strong client relationships.
  • Company: Reputable financial services provider in Ellesmere Port.
  • Benefits: Competitive salary, bonus package, and professional growth opportunities.
  • Why this job: Make a real difference in clients' financial futures while developing your expertise.
  • Qualifications: Experience in financial advising and knowledge of FCA regulations.

The predicted salary is between 36000 - 60000 Β£ per year.

A financial services provider is seeking an Independent Financial Adviser in Ellesmere Port. You will provide compliant advice on pension transfers and manage client relationships.

Responsibilities include:

  • Adhering to FCA regulations
  • Maintaining compliance
  • Conducting market research

The role offers a competitive salary and bonus package. If you possess the necessary qualifications and experience, we encourage you to apply.

Pension Transfer Specialist | Independent Financial Adviser in Ellesmere Port employer: Bond Recruitment Ltd

As a leading financial services provider in Ellesmere Port, we pride ourselves on fostering a supportive and dynamic work environment where Independent Financial Advisers can thrive. Our commitment to employee growth is reflected in our comprehensive training programmes and clear career progression paths, alongside a competitive salary and bonus structure that rewards your hard work. Join us to be part of a team that values compliance, client relationships, and professional development, making a meaningful impact in the financial sector.
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Contact Detail:

Bond Recruitment Ltd Recruiting Team

StudySmarter Expert Advice 🀫

We think this is how you could land Pension Transfer Specialist | Independent Financial Adviser in Ellesmere Port

✨Tip Number 1

Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.

✨Tip Number 2

Prepare for interviews by brushing up on FCA regulations and market trends. We want you to be the go-to expert in pension transfers, so show off your knowledge and confidence when chatting with potential employers.

✨Tip Number 3

Don’t just apply anywhere; focus on companies that align with your values and career goals. When you find a role that excites you, tailor your approach and highlight how your skills can help them thrive.

✨Tip Number 4

Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.

We think you need these skills to ace Pension Transfer Specialist | Independent Financial Adviser in Ellesmere Port

Pension Transfer Knowledge
Client Relationship Management
FCA Regulations Compliance
Market Research
Financial Advisory Skills
Communication Skills
Analytical Skills
Attention to Detail

Some tips for your application 🫑

Tailor Your CV: Make sure your CV highlights your experience in pension transfers and client relationship management. We want to see how your skills align with the role, so don’t be shy about showcasing your relevant qualifications!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Independent Financial Adviser position. Share specific examples of how you've adhered to FCA regulations and maintained compliance in your previous roles.

Showcase Your Research Skills: Since market research is part of the gig, mention any tools or methods you use to stay updated on financial trends. We love candidates who are proactive and knowledgeable about the industry!

Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!

How to prepare for a job interview at Bond Recruitment Ltd

✨Know Your Regulations

Familiarise yourself with FCA regulations and compliance requirements related to pension transfers. Being able to discuss these confidently will show that you understand the importance of adhering to industry standards.

✨Showcase Your Client Relationship Skills

Prepare examples of how you've successfully managed client relationships in the past. Highlight your communication skills and ability to build trust, as this is crucial for an Independent Financial Adviser.

✨Market Research Matters

Be ready to discuss recent trends in the pension transfer market. Demonstrating your knowledge of current market conditions and how they affect client decisions will set you apart from other candidates.

✨Practice Your Compliance Scenarios

Think through potential compliance scenarios you might face in the role. Practising how you would handle these situations can help you articulate your thought process during the interview, showcasing your problem-solving skills.

Pension Transfer Specialist | Independent Financial Adviser in Ellesmere Port
Bond Recruitment Ltd
Location: Ellesmere Port
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  • Pension Transfer Specialist | Independent Financial Adviser in Ellesmere Port

    Ellesmere Port
    Full-Time
    36000 - 60000 Β£ / year (est.)
  • B

    Bond Recruitment Ltd

    50-100
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