Financial Planning Specialist

2 days ago


Woking, Surrey, United Kingdom Premier Jobs UK Limited Full time

About the Opportunity

We are seeking a skilled Financial Advisor to join our team in the South East region. This is a home-based role with opportunities for growth and development.

As a Financial Advisor, you will be responsible for providing expert advice to clients on consolidating pension transfers and other areas of financial planning. You will have access to a strong lead source and daily leads during your initial months to build your client portfolio.

Our ideal candidate will hold a full Level 4 Diploma in Financial Planning or equivalent and CAS status as a Financial Advisor. In return, you can expect an estimated salary of £80,000+ (uncapped earnings) or potentially £50,000 plus bonuses as an employed role.

Key Responsibilities

  • Provide expert advice to clients on consolidating pension transfers and other areas of financial planning.
  • Build and maintain a portfolio of clients in the South East region.
  • Meet with clients face-to-face occasionally.

Benefits

  • Self-employed role with uncapped earnings potential.
  • Employed role with salary and bonus opportunities.
  • Home-based work with occasional travel to meet clients.


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