Experienced Financial Advisor Wanted

7 days ago


Swindon, Swindon, United Kingdom Premier Jobs UK Limited Full time
About the Role

We are seeking a skilled Financial Advisor to join our team at Premier Jobs UK Limited. As an Independent Financial Adviser, you will be responsible for providing expert financial planning advice to our clients.

Key Responsibilities
  • Deliver financial planning advice to clients through a combination of in-person meetings, virtual consultations, and phone calls.
  • Build and maintain relationships with existing clients, identifying opportunities to increase revenue and expand our client base.
  • Develop and implement financial plans tailored to individual client needs, ensuring compliance with regulatory requirements.
  • Collaborate with our in-house team, including Administrators, Paraplanners, and Compliance Managers, to ensure seamless delivery of services.
  • Stay up-to-date with industry developments and best practices, participating in ongoing training and professional development opportunities.
Requirements
  • Level 4 Diploma in Financial Planning or equivalent qualification.
  • Chartered status or close to achieving Chartered status.
  • Proven track record of converting business opportunities into revenue-generating relationships.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
What We Offer
  • A competitive salary of £50,000 - £75,000, depending on experience and qualifications.
  • A comprehensive benefits package, including holiday pay, phone, laptop, and bonus structure.
  • The opportunity to work from home, with regular travel to meet clients in person and use of our regional offices.
  • A self-employed option available for those who prefer.


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