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Financial Advisor
2 months ago
We are seeking an experienced Financial Advisor to join our team at Premier Jobs UK Limited. As an Independent Financial Adviser, you will have the opportunity to work from home and provide financial planning advice to clients in the Carmarthen area.
Key Responsibilities- Deliver financial planning advice to clients through a mixture of in-person meetings, virtual consultations, and phone calls.
- Service existing client bank and build relationships with clients to understand their financial goals and objectives.
- Convert business opportunities provided by the company through marketing initiatives and proactive activities.
- Work closely with the company's administrators, paraplanners, and compliance managers to ensure seamless support and back-office services.
- Level 4 Diploma qualified Financial Advisor with CAS status for financial planning advice.
- Proven track record in converting business opportunities and a strong understanding of financial planning principles.
- Ability to work independently and as part of a team, with excellent communication and interpersonal skills.
- Chartered status or close to achieving it would be preferred.
- Competitive salary of £50,000 - £75,000 subject to experience and qualifications.
- Plus, IFAs will receive holiday pay, phone, laptop, and bonus structure to enable excellent OTE.
- Home-based role with travel to meet clients in person and use of our regional offices if preferred.
- Self-employed option available, if you would prefer.
