Home-Based Financial Services Advisor
3 days ago
Premier Jobs UK seeks an experienced Financial Advisor to fill a Home-Based Financial Services Advisor position.
Estimated Salary: £60,000 per annum
Job Overview:
This is a home-based opportunity that allows you to work autonomously while still being part of a highly respected IFA firm. As a Home-Based Financial Services Advisor, you will have access to quality leads and existing clients, providing you with a solid foundation to build your client relationships.
Your Key Tasks:
- Work closely with clients to understand their current and future goals, designing easy-to-understand strategies to match their objectives.
- Utilize company-provided marketing initiatives to convert business opportunities into new clients.
- Build your portfolio through proactive activities, including asking for referrals, networking, and leveraging social media platforms.
Essential Skills and Qualifications:
To excel in this role, you must possess a Level 4 Diploma in Financial Advice and hold CAS status for financial planning advice. Your strong understanding of financial services, excellent communication skills, and ability to work independently will enable you to deliver exceptional results.
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