Direct Wealth Management

04/11/2022

We can help you plan for your retirement to give you peace of mind for the future. We can also help you find lost pensions and combine them into one effective pension portfolio.

03/08/2022

Exciting opportunity for experienced Financial Advisors.
Salary £30,000.00-£40,000.00 with a realistic OTE of £80,000.00.

Qualified appointments are delivered directly into your diary. 15-40 per week depending on your appetite. Full office and home setups will be given.

The successful adviser will enjoy a strong pipeline of quality leads generated from our internal team. You’ll have access to back office systems, administration team and case handling team. The support you will receive includes appointment booking of leads into your diary, post-sale document production, and business submission.

The successful candidates will need to have a Level 4 Diploma(Dip4) qualification, a statement of professional standing and experience in the financial services industry. Pension experience and qualifications are desirable.

12/10/2021

We have an exciting new opportunity for an office based role to help support and grow our Financial Advice firm Direct Wealth Management.

The role is a telephone based role, aiming to generate clients who want help with their pensions from tracing lost pensions, current auto-enrollment schemes and SERPS.

Processing and monitoring new and existing business.
Completing FCA compliant documents.
Generating new business
Obtaining information from Clients, Pension Providers & Fund managers.
Sending letters of authority.
Working closely with advisers.
We have a employee journey that we would like to take the candidates through, which is being a fully qualified financial advisers within 2yrs

You will also receive salary increases at pivotal stages

Starting Financial Adviser training CII - (potentially 6months after start date)

All 6 Exams passed - (rough timescale of 12mths after first exam date)

Fully Competent Financial Adviser status - (sign off by compliance)

03/09/2020

What type of pension do you have? use the link to help

You might have one or more different types of pension. Understanding which you have is important because it affects the decisions you need to make as you approach retirement.