Financial Services Professional

1 month ago


Bristol, Bristol, United Kingdom Premier Jobs UK Limited Full time
Financial Advisor Opportunity

We are seeking a skilled Financial Advisor to join our team on a home-based basis. As a Financial Advisor, you will be responsible for providing expert financial planning advice to clients, helping them achieve their financial goals and objectives.

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, providing ongoing support and guidance to help them achieve their financial objectives.
  • Identify and pursue new business opportunities, working closely with the company's marketing team to develop and implement effective marketing strategies.
  • Stay up-to-date with industry developments and regulatory changes, ensuring that your advice is always compliant and relevant.

Requirements:

  • Level 4 Diploma in Financial Planning or equivalent qualification.
  • CAS status for financial planning advice.
  • Proven track record of delivering high-quality financial planning advice and building strong relationships with clients.

About Us:

Premier Jobs UK Limited is a highly respected IFA firm that is committed to delivering exceptional service to our clients. We are looking for a talented Financial Advisor to join our team and help us continue to grow and succeed.



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