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IFA - Pension Transfer Specialist

  • Salary: £50000 - £60000 per annum
  • Location: Burton-On-Trent, Staffordshire
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    17 Mar 2020
  • Job reference: 33630

Do you want to work for an IFA practice that takes pride in it's no jargon approach to advice giving?

Are you keen to move to a role that will see you service high net worth clients and has business to inherit?

If you're based in the East Midlands, this is the role for you.

The role:
Working for an independent financial planning firm with strong professional connections around the east midlands, you'll be responsible for providing quality jargon-free advice to clients.
You'll receive full back office and paraplanning support as well as help towards professional qualifications.
This signals a great opportunity for a developing adviser to join a very well-respected practice and continue to grow.


  • Level 4 qualified
  • Pension Transfer Qualified (G60, AF3, AF7)
  • Adept at developing solid client relationships
  • Strong communication skills
  • Pro-active approach to work

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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