Financial Planning Specialist
2 months ago
Job Title: Financial Adviser
Job Type: Full-time
Location: Home-based, covering clients across Hampshire and Surrey
Job Description:
We are seeking a highly skilled and experienced Financial Adviser to join our team at Premier Jobs UK Limited. As a Financial Adviser, you will be responsible for providing holistic financial planning advice to our clients, growing their client bank, and developing new business opportunities.
Key Responsibilities:
- Provide financial planning advice to clients, taking into account their individual needs and goals
- Grow and develop the client bank, identifying new business opportunities and referrals
- Work closely with our qualified and effective team of Paraplanners to ensure high-quality advice is provided
- Meet with clients face-to-face, typically 3 days per week, and work from home on other days
Requirements:
- Hold a minimum Level 4 Diploma in Financial Advice
- Hold or be working towards Chartered status, preferably with AF7
- Be a current Financial Adviser with experience in business development and client relationship building
Benefits:
- Salary of £55,000 - £70,000 dependent upon experience, plus bonuses
- Company benefits, including PMI, income protection, 4x DIS, critical illness, pension, and car allowance of £4,400 pa
About Us:
Premier Jobs UK Limited is a multi-award-winning national financial advice business, committed to equal opportunities and building a diverse workforce. We support our community and provide a 1-day annual allowance for charity work.
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