Defined Benefits Adviser
other jobs Heat Recruitment
Added before 1 hours
  • England,East Midlands,Nottinghamshire
  • Full Time, Permanent
  • £60,000 - £150,000 per annum, OTE
Job Description:
Full job description
DB (Defined Benefit) Financial Adviser*Remote (with monthly office days)
*£50,000 -£60,000+ basic salary+ exceptional bonus potential (six-figure OTE achievable)
*Next hiring window: July-September


Are you an experienced pensions or DB specialist looking for a fully supported adviser role with genuine earning potential?
This is a rare opportunity to join a rapidly growing advice business expanding through major corporate and DB scheme projects.
With strong paraplanning and admin support, a collaborative remote-first culture, and a steady pipeline of high-quality clients, this role is ideal for advisers who thrive in more technical advisory work.


The Role

As a DB Financial Adviser, you’ll focus on in-depth retirement and defined benefit advice, working with corporate and scheme-based clients. Unlike high-volume review roles, this position allows you to spend meaningful time with clients and deliver high-quality, compliant advice.


What you’ll be doing:
*Conducting approx 8 longer advice meetings per week (approx. 1.5 hours each).
*Providing detailed retirement planning and DB advice.
*Preparing recommendations with the support of an experienced paraplanning team.
*Working collaboratively with colleagues via Teams and structured processes.
*Maintaining high-quality client records and meeting all compliance requirements.
What We’re Looking For

*Typically 3-4 years’ experience within DB/retirement advice.
*Strong understanding of pensions, transfers, and technical advice processes.
*Confident in leading longer, more detailed client discussions.
*Highly organised, diligent, and able to work effectively in a remote environment.
*A team player who contributes to a supportive, collaborative culture.
Job number 3835179

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Company Details:
Heat Recruitment
Company size: 50–99 employees
Industry: Other
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