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Financial Advisor

2 months ago

Barnstaple, Devon, United Kingdom Premier Jobs UK Limited Full time
{"title": "Financial Advisor Opportunity", "content": "Financial Advisor Opportunity

We are seeking an experienced Financial Advisor to join our team in Barnstaple. As a Financial Advisor, you will be responsible for providing financial planning advice to clients and building a portfolio of business opportunities.

Key Responsibilities:
  • Deliver financial planning advice to clients through a mixture of in-person and virtual meetings
  • Build a portfolio of business opportunities through proactive activities such as referrals, networking, and social media
  • Service existing clients and provide ongoing support and advice
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
  • Self-employed option available

We are a highly respected IFA firm with a strong reputation for providing excellent client service. Our team is dedicated to helping our clients achieve their financial goals, and we are looking for a like-minded individual to join us.

If you are a motivated and experienced Financial Advisor looking for a new challenge, please apply for this opportunity.

", "company": "Premier Jobs UK Limited"}