Senior Financial Consultant

3 weeks ago


Swindon, Swindon, United Kingdom Premier Jobs UK Limited Full time
Position Overview

Are you an accomplished Financial Consultant with extensive experience, looking for a flexible role that allows you to work from home while receiving quality leads?

This is an exceptional chance to become part of a well-regarded Independent Financial Advisory firm that is consistently enhancing its client offerings and gaining recognition in the financial industry.

You will take advantage of their various lead generation strategies implemented by a dedicated marketing team focused on creating new client opportunities for their Financial Consultants. Additionally, you may inherit existing clients as other consultants transition into retirement.

As they embark on their next growth phase, they are eager to attract top talent to their organization.

Requirements for Financial Consultants

  • Must possess a Level 4 Diploma in Financial Advice with substantial experience in financial planning.
  • Demonstrated success in converting business opportunities is essential.
  • Candidates nearing Chartered status are highly desirable.

Comprehensive Support

The Independent Financial Consultants receive thorough assistance from specialized Administrators, Paraplanners, and Compliance Managers. With research, report writing, and client investment management reviews handled for you, you will have more time to engage with clients.

Training and Development Opportunities

Our Financial Consultants have access to in-house training programs and support aimed at achieving Chartered Financial Planner status.

Benefits for Financial Consultants

  • Competitive salary ranging from £50,000 to £75,000, depending on experience and qualifications.
  • Additional benefits include holiday pay, mobile phone, laptop, and a bonus structure to enhance overall earnings.
  • Flexible home-based role with the option to meet clients in person and utilize regional offices as needed.
  • Self-employed options are available for those who prefer this arrangement.

Disclaimer

While Premier Jobs UK Limited strives to provide accurate information regarding salary, benefits, and potential earnings, no guarantees are made. Premier Jobs UK Limited accepts no liability for any loss or damage arising from reliance on this information.



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