Financial Services Professional

7 days ago


Newbury, West Berkshire, United Kingdom Premier Jobs UK Limited Full time
Job Opportunity for Experienced Financial Advisors

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

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, converting leads into clients and growing the client base.
  • Collaborate with internal teams, including administrators, paraplanners, and compliance managers, to ensure seamless delivery of services to clients.
  • Stay up-to-date with industry developments, regulatory changes, and best practices in financial planning, ensuring that clients receive the highest level of expertise and advice.
Requirements:
  • Level 4 Diploma in Financial Planning or equivalent qualification.
  • Chartered status or close to achieving Chartered status.
  • Proven track record of converting business opportunities into clients.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
What We Offer:
  • A competitive salary of £40,000 - £75,000, depending on experience and qualifications.
  • A comprehensive benefits package, including holiday pay, phone, laptop, and bonus structure.
  • The opportunity to work from home, with travel to meet clients in person and use of our regional offices if preferred.
  • Self-employed option available for those who prefer.


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