Advisory Services Professional

2 weeks ago


Aston Fields, United Kingdom Premier Jobs UK Limited Full time
About the Role

We are looking for a talented Advisory Services Professional to join our team in Bromsgrove. In this role, you will be responsible for providing high-quality advisory services to our clients, including conducting annual reviews and identifying new business opportunities.

Key Responsibilities
  1. Analyze clients' financial situations, identifying areas for improvement and recommending suitable solutions.
  2. Develop and implement comprehensive financial plans, ensuring they meet clients' needs and goals.

To succeed in this role, you will need:

Requirements
  • A minimum of a Level 4 Diploma in Financial Planning or equivalent qualification.
  • Excellent communication and interpersonal skills, with the ability to work effectively with clients and colleagues.
  • A positive attitude towards technology and video conferencing.

As a valued member of our team, you can expect:

What We Offer
  • A competitive salary of £30,000 - £35,000, dependent on experience and qualifications.
  • A discretionary annual bonus after completion of a year's service.
  • A contributory pension scheme and death-in-service benefit.
  • Flexible working arrangements, including a good holiday allowance.


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