Financial Services Advisor

3 weeks ago


Newbury, West Berkshire, United Kingdom Premier Jobs UK Full time
Financial Advisor Opportunity

We are seeking an experienced Financial Advisor to join our team in Newbury. As a Financial Advisor, you will be responsible for providing financial planning advice to clients and growing your own client bank.

Key Responsibilities:
  • Provide financial planning advice to clients and design strategies to meet their objectives
  • Grow your own client bank through proactive activities, including referrals, networking, and social media
  • Deliver advice to clients through a mixture of in-person, virtual, and phone meetings
  • Work closely with our specialist administrators, paraplanners, and compliance managers to ensure seamless support
Requirements:
  • Level 4 Diploma qualified Financial Advisor with CAS status for financial planning advice
  • Proven track record in converting business opportunities
  • Chartered status preferred, but not essential
Benefits:
  • Salary of £40,000 - £75,000 subject to experience and qualifications
  • 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
Location:

Newbury


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