Senior Financial Planning Consultant

1 week ago


Basingstoke, Hampshire, United Kingdom Premier Jobs UK Limited Full time
Financial Advisor Opportunity

We are seeking an experienced Financial Advisor to join our team in Newbury, Andover, and Basingstoke areas. As a Financial Advisor, you will be responsible for providing expert financial planning advice to clients, helping them achieve their long-term goals.

About the Role
  • Deliver high-quality financial advice to clients through in-person meetings, virtual sessions, or regional offices.
  • Build and maintain client relationships, creating personalized strategies to meet their financial objectives.
  • Convert business opportunities and grow the portfolio through proactive activities, referrals, and networking.
Requirements
  • Level 4 Diploma qualified Financial Advisor with CAS status for financial planning advice.
  • Proven track record of converting business opportunities and a strong understanding of the financial services industry.
  • Chartered status preferred, but not essential.
What We Offer
  • Competitive salary of £40,000 - £75,000, dependent on experience and qualifications.
  • Comprehensive back office support, including specialist administrators, paraplanners, and compliance managers.
  • Training and development opportunities to enhance your skills and become a Chartered Financial Planner.
  • A bonus structure and excellent OTE (On-Target Earnings).


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