Wealth Planning Specialist

7 days ago


Andover, Hampshire, United Kingdom Premier Jobs UK Full time

Premier Jobs UK is offering a unique opportunity for an experienced Financial Advisor to join their team as a Home-Based Financial Services Advisor.

Salary: £55,000 - £65,000 per annum

About the Role:

The successful candidate will be responsible for servicing a portfolio of existing clients, providing financial planning advice and guidance to help them achieve their goals. You will also be expected to build your client base through proactive activities such as referrals, networking, and social media utilization.

Key Responsibilities:

  • Deliver financial planning advice to clients through a mix of in-person meetings, virtual consultations via Microsoft Teams, or in-company offices.
  • Servicing existing clients provided by the company, with opportunities to take over servicing from retiring advisers or internal changes.
  • BUILDING THE PORTFOLIO THROUGH PROACTIVE ACTIVITIES SUCH AS REFERRALS, NETWORKING AND UTILISING SOCIAL MEDIA.

Requirements:

To be successful in this role, you should possess a Level 4 Diploma in Financial Advice and hold CAS status for financial planning advice. A strong understanding of financial services, excellent communication skills, and the ability to work independently are essential.



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