Home-Based IFA

4 days ago


Birmingham, Birmingham, United Kingdom Premier Jobs UK Limited Full time

Overview

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Premier Jobs UK Limited is a reputable Independent Financial Advisory firm known for its commitment to excellence in client service. As a home-based Financial Advisor, you will play a vital role in helping our clients achieve their financial goals.

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Job Role

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Your primary responsibility as a Financial Advisor will be to:

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  • Provide expert financial advice to clients, ensuring their needs are met and their goals are achieved.">
  • Build and maintain strong relationships with clients, fostering trust and loyalty.">
  • Work collaboratively with our support teams to deliver exceptional client service.">
  • Stay up-to-date with industry developments, ensuring you remain knowledgeable about financial products and services.">
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Requirements

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To succeed in this role, you will need:

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  • A Level 4 Diploma qualification in Financial Services or equivalent.">
  • CAS status for financial planning advice.">
  • Proven experience in financial planning, preferably in a similar role.">
  • Excellent communication and interpersonal skills.">
  • Ability to work independently, prioritizing tasks, and meeting deadlines.">
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Benefits Package

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We offer a comprehensive benefits package, including:

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  • A competitive salary of £50,000 - £75,000, dependent on experience and qualifications.">
  • Holiday pay, phone, laptop, and bonus structure to enhance your OTE.">
  • Access to our training programs and professional development opportunities.">
  • A dynamic and supportive work environment, allowing you to thrive and grow professionally.">
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How to Apply

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If you're a driven and customer-focused individual with a passion for financial planning, we encourage you to apply for this exciting opportunity.



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