Financial Divisions
Financial Adviser (Employed) - SSAS & SIPP Specialist
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Financial Adviser (Employed) - SSAS & SIPP Specialist
Fully remote - UK
Salary: £55,000 and bonuses
Build your client base. Deliver expert advice. Grow your career.
An exciting opportunity has arisen for an experienced Financial Adviser with strong SSAS and SIPP expertise to join a growing specialist wealth and pension advisory business.
This is a client-facing role focused equally on new business generation and high-quality regulated advice. You will develop relationships with professional introducers including accountants, solicitors, and commercial property professionals, converting referrals into long-term client relationships while delivering expert pension, retirement, estate planning, and wealth management advice.
The Role:
- Building and managing a network of professional introducers
- Generating and converting new SSAS and SIPP business opportunities
- Leading clients through the onboarding process and establishing trusted advisory relationships
- Providing compliant, tailored advice on pensions, retirement planning, investments, inheritance tax, and estate planning
- Developing relationships with existing non-advised clients and identifying holistic financial planning opportunities
- Representing the business at networking events, seminars, and industry functions
- Contributing to the growth and development of a market-leading specialist proposition
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Your Profile:
- Level 4 Diploma in Financial Planning (or equivalent)
- FCA-authorised Financial Adviser with SSAS and/or SIPP advisory experience
- Strong knowledge of pension legislation and financial planning
- A proven track record in business development, client acquisition, and relationship management
- Experience working with complex pension arrangements, business owners, and professional introducers
- Commercially driven with a strong commitment to advice quality, compliance, and client outcomes
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What's on Offer:
- Access to a large and growing client base
- A specialist SSAS and SIPP environment with significant market opportunities
- The ability to provide truly holistic advice across pensions, estate planning, succession planning, and wealth management
- Competitive remuneration with performance-related rewards
- Flexible employment structure for the right individual
- Supportive leadership team and excellent operational infrastructure
This role is ideal for an ambitious adviser who enjoys complex pension work, values long-term relationships, and wants the opportunity to build a substantial client bank within a growing specialist business.
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