Financial Services Advisor
3 days ago
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
- 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
- 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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St Helens, St. Helens, United Kingdom Premier Jobs UK Limited Full time### Job Overview We are seeking a proactive and ambitious Independent Financial Advisor to join our growing IFA firm in the North West. As a key member of our team, you will be responsible for servicing a portfolio of existing clients and undertaking their ongoing financial planning reviews. ### Key Responsibilities * Service a portfolio of circa 15...
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