Professional Financial Consultant
1 week ago
At Premier Jobs UK, we are seeking a highly skilled Professional Financial Consultant to join our team of experienced advisors. This exciting opportunity is based from home and offers a unique chance to work with quality leads and existing clients provided.
The successful candidate will be joining a highly respected IFA firm that consistently improves its client proposition and features in the industry press for its success. The business typically provides an existing client bank to takeover servicing, either from an internal change or a retiring Adviser.
Key Responsibilities:
- Deliver advice to clients through a mixture of in-person meetings at their homes or business premises, virtual sessions via Microsoft Teams, or in one of the company's regional offices.
- Servicing the clients provided and converting business opportunities offered from their company marketing initiatives.
- BUILDING THE PORTFOLIO THROUGH PROACTIVE ACTIVITIES INCLUDING ASKING FOR REFERRALS, NETWORKING AND UTILISING SOCIAL MEDIA.
Requirements:
- A Level 4 Diploma qualified Financial Advisor with CAS status for financial planning advice.
- Possibility to consider individuals relatively early in their advising career.
What We Offer:
- An estimated salary of £50,000 - £70,000 per annum, depending on experience.
- Opportunities for professional growth and development within a highly respected IFA firm.
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