Senior Financial Advisor — Pension & Drawdown Specialist

Remote Worker LTD.; United States; À distance; USD 120 000 - 190 000; Plein temps

Résumé du poste

Moneybox is seeking a Senior Financial Advisor to serve as the technical anchor for complex cases, focusing on pension consolidation and drawdown. You will ensure advice outputs are appropriate for customers and help shape the rules governing advice outputs.

You will also coach less experienced Advisers and Money Guides and may have line manager responsibility for a small team of Financial Advisers. You will work closely with the Advice Engine to deliver high-quality, compliant financial

Qualifications

• Senior Financial Adviser with deep experience in pension consolidation and drawdown.
• Evidence of delivering high-quality, suitable financial advice to clients.
• Ability to coach Advisers and Money Guides and escalate as needed.
• Potentially lead a team of Financial Advisers.

Responsabilités

• Act as the technical anchor for complex cases, especially pension consolidation and drawdown.
• Ensure the advice generated is right for the customer by validating outputs.
• Help shape the House Rules governing advice outputs.
• Coach and mentor less experienced Advisers and Money Guides.
• Serve as senior escalation point for the team to deliver good outcomes.
• Possibly manage a small team of Financial Advisers.

Connaissances

Pension consolidation

Drawdown

Coaching

Advice quality

Outils

Advice Engine

Description du poste

Moneybox is seeking a Senior Financial Advisor to serve as the technical anchor for complex cases, focusing on pension consolidation and drawdown. You will ensure advice outputs are appropriate for customers and help shape the rules governing advice outputs.

You will also coach less experienced Advisers and Money Guides and may have line manager responsibility for a small team of Financial Advisers. You will work closely with the Advice Engine to deliver high-quality, compliant financial