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Financial Services Professional

2 months ago


Lincoln, Lincolnshire, United Kingdom Premier Jobs UK Full time
Financial Advisor Job Opportunity

We are seeking an experienced Financial Advisor to join our team in Lincoln. As a Financial Advisor, you will be responsible for providing financial planning advice to clients and growing your own client bank.

Key Responsibilities:
  • Deliver financial planning advice to clients through a mixture of in-person and virtual meetings
  • Grow your own client bank through proactive activities such as referrals, networking, and social media
  • Convert business opportunities provided by the company's marketing initiatives
  • Service existing clients and provide ongoing support
Requirements:
  • Level 4 Diploma qualified Financial Advisor with CAS status for financial planning advice
  • Proven track record in converting business opportunities
  • Chartered status preferred
Benefits:
  • Salary of £50,000 - £75,000 subject to experience and qualifications
  • Plus, IFAs will receive holiday pay, phone, laptop, and bonus structure to enable excellent OTE
  • Home-based role with travel to meet clients in person and use of regional offices if preferred
  • Self-employed option available
About the Company:

Our client is a highly respected IFA firm that is continually improving their client proposition and features in the industry press for their success.