Pensions Wealth & Investment Adviser

Pensions Wealth & Investment Adviser

Job Title: Pensions Wealth & Investment Adviser
Contract Type: Permanent
Location: Surrey, England
Salary: Negotiable
Reference: 1375999
Contact Name: Sammons Group
Contact Email:
Job Published: March 12, 2020 09:51

Job Description

Work for a growing EB company and talk to a portfolio of clients regarding Investment, Pensions and wider financial services.

Arranging meetings with group scheme members, conduct member reviews, identify areas of shortfall in a client's financial plan, making appropriate recommendations.

You will need demonstrable experience in Financial Services sales with an excellent knowledge of all individual financial planning. Qualified to at least Diploma Qualification status. Ideally CII.

Please quote reference 1375999. This is just one of the many roles that we are working on, all of which are on our website . We are committed to supporting and promoting diversity in the workplace. Any salary advertised is for search purposes only. If you have not heard from us within 7 days, you have not been successful on this occasion.