Junior Financial Services Professional

1 week ago


Bromsgrove, Worcestershire, United Kingdom Premier Jobs UK Limited Full time

Job Summary

Premier Jobs UK Limited is seeking a highly motivated and qualified individual to join our team as a Financial Adviser. As a Financial Adviser, you will play a crucial role in providing ongoing annual servicing to our clients, maintaining and building client relationships, and identifying new business opportunities.

Key Responsibilities

  • Conduct in-depth annual reviews of clients' financial circumstances, reviewing their current arrangements and identifying future objectives.
  • Provide expert financial planning advice to clients, ensuring that all advice meets compliance and regulatory requirements.
  • Develop and maintain strong relationships with clients, understanding their financial goals and objectives.
  • Identify and pursue new business opportunities, working closely with the sales team to drive growth and revenue.

Requirements

  • Hold a full Level 4 Diploma in Financial Planning or equivalent qualification.
  • Have a positive approach towards technology and be confident in using video conferencing to communicate with clients.
  • Be proactive in identifying new business opportunities and have a strong understanding of the financial services industry.
  • Have excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.

Benefits

  • Competitive salary of £30,000 - £35,000, subject to experience and qualifications.
  • Discretionary annual bonus, following completion of a year's service.
  • Access to in-house training programmes and support towards becoming a Chartered Financial Planner.


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