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Financial Planning Specialist
2 months ago
Company Overview
Premier Jobs UK Limited is a rapidly growing financial planning firm that provides independent advice to high net worth individuals and businesses. Our company is led by a highly successful individual who is motivated by mentoring and training motivated individuals and offers career progression.
Job Summary
We are seeking a motivated Financial Adviser who is seeking opportunity to join our team and contribute to our growth. The ideal candidate will have 12+ months' experience as a Financial Adviser holding CAS status, enjoys growing their portfolio and has some transferable clients or methods to generate new business.
Key Responsibilities
- Provide independent financial advice to high net worth individuals and businesses
- Grow and maintain a healthy client portfolio
- Generate new business through transferable clients and methods
- Work closely with our Director to achieve business objectives
Requirements
- Hold your full Level 4 Diploma in Financial Planning or equivalent
- Have experience as a Financial Adviser and be able to hit the ground running
- Have some transferable clients and/or methods to generate business
Benefits
- Self-employed role with uncapped earnings based on your performance and achievements
- OTE of £60,000 - £100,000+
- Fair commission splits
- Remote based working
- Opportunity to join a growing business with potential equity in due course