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Financial Services Professional

2 months ago

Barnstaple, Devon, United Kingdom Premier Jobs UK Full time
Financial Advisor Opportunity

We are seeking a skilled Financial Advisor to join our team in Barnstaple. As a Financial Advisor, you will be responsible for providing expert financial planning advice to clients, helping them achieve their financial goals and objectives.

Key Responsibilities:
  • Deliver financial planning advice to clients through a combination of in-person meetings, virtual consultations, and phone calls.
  • Build and maintain relationships with existing clients, identifying opportunities to increase revenue and grow the client base.
  • Develop and implement financial plans tailored to individual client needs, ensuring compliance with regulatory requirements.
  • Stay up-to-date with industry developments, market trends, and regulatory changes to provide informed advice to clients.
Requirements:
  • Level 4 Diploma in Financial Planning or equivalent qualification.
  • CAS status for financial planning advice.
  • Proven track record of converting business opportunities into revenue-generating relationships.
  • Chartered status or close to achieving it.
What We Offer:
  • Competitive salary of £50,000 - £75,000, depending on experience and qualifications.
  • Full and comprehensive back office support, including specialist administrators, paraplanners, and compliance managers.
  • Training and development opportunities to enhance your skills and knowledge.
  • Self-employed option available for those who prefer it.
Location:

Barnstaple