Pension Specialist / Advisor
Worldwide

 

COMPANY DESCRIPTION:

 

Our client is a pension and investment specialist regulated by ASIC in Australia, SFC and CIB in Hong Kong and the SEC in the United States as well as the FCA with DB permissions in the UK. With their own pension schemes in HK, Malta and Gibraltar; this represents a significant platform for growth and to build AUM across the globe.

 

As an online pension-focused business, our client has a first-to-market competitive advantage and offers HNWIs increased earnings through sophisticated algorithms and proficient investment strategies, without carrying the burden of high commissions and fees.

 

Embracing recent regulations, technological advances and investor mentality, our client is at the forefront of the offshore wealth management industry. They are looking for experienced and driven advisers to join their innovative platform operating on an international level.

 

 

JOB DESCRIPTION:

 

As a Pension Specialist you will work within an international team to develop new business distributing the company’s investment proposition and pension transfer services to HNWIs.

 

 

CANDIDATE REQUIREMENTS:

 

  • Strong understanding of UK pension transfers such as ROPS (QROPS), QNUPS and SIPPS.

  • Experience in advising medium to high net worth clients and developing new business relationships through networking and marketing.

  • Excellent communication and sales skills.

  • Versatile and ready to take on a new, innovative approach to wealth management.

  • Formal qualifications (University degree / other recognized financial planning qualifications).

 

 

OPPORTUNITY: 

 

Join an innovative organisation with a proven business model – over £100m AUM generated in under 2 years. Be part of an already successful organization that encourages advisory solutions, is regulated across the globe, and offers clients attractive products with integrity.

 

  • Achieve ambitious targets for your business – Each advisor is to be ready and capable of acquiring a min of £10 million AUM / year.  

  • As a UK Pensions Transfer Specialist and DFM, business is streamlined and you can focus on your sales and building client relationships without the administrative hassle.

  • Leads / data support from a large market research team and online campaigns from their marketing office in Dubai.

  • Access to wider range of investment services through asset management licenses in Hong Kong, Australia and the US including full discretionary management services.