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Financial Advisor

2 months ago

Carmarthen, Carmarthenshire, United Kingdom Premier Jobs UK Limited Full time
About the Role

We are seeking an experienced Financial Advisor to join our team at Premier Jobs UK Limited. As an Independent Financial Adviser, you will have the opportunity to work from home and enjoy a high level of autonomy in your role.

Key Responsibilities
  • Deliver financial advice to clients through a mixture of in-person meetings, virtual consultations, and phone calls.
  • Service existing client bank and build relationships with new clients.
  • Convert business opportunities provided by the company's marketing initiatives.
  • Build portfolio through proactive activities, including referrals, networking, and social media engagement.
Requirements
  • Level 4 Diploma qualified Financial Advisor with CAS status for financial planning advice.
  • Proven track record in converting business opportunities.
  • Chartered status preferred.
What We Offer
  • Salary of £50,000 - £75,000 subject to experience and qualifications.
  • Full and comprehensive back office support.
  • Training and development opportunities, including in-house training programmes and support towards becoming a Chartered Financial Planner.
  • Self-employed option available.
Location

Carmarthen and surrounding areas.