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Financial Planning Specialist

2 months ago

Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Limited Full time
Job Description

Company Overview

Premier Jobs UK Limited is a leading provider of financial services, with a strong reputation for delivering exceptional client experiences. Our team is dedicated to helping individuals achieve their financial goals, and we are seeking a skilled Financial Adviser to join our ranks.

Job Summary

We are seeking a highly motivated and experienced Financial Adviser to join our team. As a Financial Adviser, you will be responsible for providing expert financial planning and advice to our clients, helping them to achieve their financial objectives.

Key Responsibilities

  • Deliver high-quality financial planning and advice to clients
  • Build and maintain strong relationships with clients
  • Identify new business opportunities and develop strategies to pursue them
  • Work closely with our team of Paraplanners and Administrators to ensure seamless delivery of services

Requirements

  • 4+ years of experience in financial planning
  • Full Diploma qualification in financial planning
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet deadlines

Benefits

  • Salary of circa £55,000 plus bonuses
  • 3% and 5% pension contribution
  • 4x DIS
  • 23 days holiday plus bank holidays and birthday off
  • Financial support towards exams

Company Culture

We pride ourselves on our collaborative and supportive team environment. Our team members are encouraged to share their ideas and contribute to the growth and development of the company.

Location

This role is based in the UK, with opportunities to work from home and in our offices in Wolverhampton, Bridgnorth, and Birmingham.