Financial Planning Specialist
2 months ago
We are seeking a skilled Financial Adviser to join our team in a home-based role, covering clients across Hampshire and Surrey. As a Financial Adviser, you will be responsible for providing holistic financial planning advice to our clients, growing their client bank through referrals, and working closely with our qualified and effective team of Paraplanners.
", "Key Responsibilities": "Key Responsibilities- Provide financial planning advice to clients, focusing on building long-term relationships and growing their client bank.
- Work closely with our Paraplanners to ensure quality advice is provided to clients.
- Proactively look to generate new business and grow the client bank through referrals.
- Hold a minimum Level 4 Diploma in Financial Advice.
- Be holding or working towards Chartered status, preferably with AF7.
- Be a current Financial Adviser with experience in business development activities.
- Salary of £55,000 - £70,000 dependent upon experience plus bonuses.
- Company benefits including PMI, income protection, 4x DIS, critical illness, pension, and car allowance of £4,400 pa.
Hampshire, Surrey.
", "Disclaimer": "DisclaimerWhilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts is accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
", "Language": "en-US"}-
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