Remote Pension Drawdown Adviser

JPMorgan Chase & Co.; Greater London; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading financial institution is looking for a Financial Adviser specializing in drawdown advice based in their Canary Wharf office. This role involves providing restricted financial advice to clients regarding their pension withdrawals. You will engage with clients remotely, ensuring they receive clear and compliant guidance. Candidates should have a Level 4 Diploma in Regulated Financial Planning and strong technical knowledge of pensions. The position offers a competitive salary, comprehensive training, and opportunities for career progression.

Benefits

Comprehensive training

Supportive team environment

Competitive salary and benefits package

Opportunities for career progression

Qualifications

• Strong technical knowledge of pensions and retirement income options.
• Excellent communication skills to build rapport with clients.
• High attention to detail and commitment to compliance.

Responsibilities

• Deliver high-quality financial advice on pension drawdown.
• Conduct needs analysis to understand client circumstances.
• Prepare and present compliant recommendations.

Skills

Strong communication skills

Attention to detail

Technical knowledge of pensions

Experience with digital communication tools

Education

Level 4 Diploma in Regulated Financial Planning

Tools

CRM systems

Zoom

Job description

A leading financial institution is looking for a Financial Adviser specializing in drawdown advice based in their Canary Wharf office. This role involves providing restricted financial advice to clients regarding their pension withdrawals. You will engage with clients remotely, ensuring they receive clear and compliant guidance. Candidates should have a Level 4 Diploma in Regulated Financial Planning and strong technical knowledge of pensions. The position offers a competitive salary, comprehensive training, and opportunities for career progression.