Financial Services Advisor

6 days ago

Newbury, West Berkshire, United Kingdom Premier Jobs UK Full time
Job Description

Job Title: Financial Services Advisor

Job Type: Full-time

Location: Newbury

Job Description:

We are seeking an experienced Financial Services Advisor to join our team at Premier Jobs UK. As a Financial Services Advisor, you will be responsible for providing expert financial planning advice to clients, helping them achieve their financial goals and objectives.

Key Responsibilities:

  1. Provide financial planning advice to clients, including investment management, retirement planning, and estate planning.
  2. Conduct financial needs analysis to identify clients' financial goals and objectives.
  3. Develop and implement financial plans to help clients achieve their goals.
  4. Monitor and review clients' financial plans to ensure they are on track to meet their objectives.
  5. Build and maintain strong relationships with clients to ensure their ongoing financial needs are met.

Requirements:

  1. Level 4 Diploma in Financial Planning or equivalent qualification.
  2. Chartered status or working towards Chartered status.
  3. Proven track record of providing financial planning advice to clients.
  4. Excellent communication and interpersonal skills.
  5. Ability to work independently and as part of a team.

What We Offer:

  1. Competitive salary of £40,000 - £75,000 per annum.
  2. Opportunities for professional development and training.
  3. Collaborative and supportive work environment.
  4. Flexible working arrangements to suit your needs.

How to Apply:

If you are a motivated and experienced Financial Services Advisor looking for a new challenge, please submit your application, including your CV and a cover letter, to Premier Jobs UK.

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