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Financial Services Professional
2 months ago
Job Title: Financial Services Professional
Job Type: Full-time
Location: Barnstaple
Job Description:
We are seeking an experienced Financial Services Professional to join our team at Premier Jobs UK. As a Financial Advisor, you will be responsible for providing expert financial planning and investment advice to clients.
Key Responsibilities:
- Provide financial planning and investment advice to clients
- Conduct financial needs analysis and develop personalized financial plans
- Implement and manage investment portfolios for clients
- Monitor and review client accounts to ensure alignment with financial goals
- Develop and maintain strong relationships with clients to ensure high levels of customer satisfaction
Requirements:
- Level 4 Diploma in Financial Planning or equivalent
- CAS status for financial planning advice
- Proven track record of converting business opportunities
- Chartered status or close to achieving it
What We Offer:
- Competitive salary of £50,000 - £75,000
- Full and comprehensive back office support
- Training and development opportunities to become a Chartered Financial Planner
- Self-employed option available
About Us:
Premier Jobs UK is a leading recruitment agency specializing in financial services recruitment. We are committed to providing exceptional service to our clients and candidates.
