Financial Services Advisor

3 days ago


St Helens, St. Helens, United Kingdom Premier Jobs UK Limited Full time
Independent Financial Advisor Job Opportunity

This is an exciting chance for a proactive and ambitious individual to join a growing Independent Financial Advisory firm in the North West. The company is looking for a skilled Financial Advisor to service existing clients, undertake ongoing financial planning reviews, and generate new business opportunities.

Key Responsibilities:
  • Service existing clients and undertake ongoing financial planning reviews
  • Generate new business opportunities through referrals, introductions, and self-generating business
  • Work closely with the administration and paraplanning team to write excellent levels of business and provide quality service
Requirements:
  • Minimum Level 4 Diploma in Financial Advice
  • Experience as a Financial Advisor and CAS status
  • Ability to be proactive and generate new business opportunities
  • Transferable business experience is desirable
  • Outstanding communication skills and ability to foster long-term relationships
Benefits:
  • Salary of up to £60,000 with OTE of £85,000
  • 35 hour working week
  • Hybrid working with up to 2 days from home
  • 23 days annual leave + Bank holidays as standard
  • Back-office support
  • Company-funded life assurance cover and attractive pension scheme
  • Fee-free financial advice, including mortgages and insurance


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