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Financial Planning Professional

2 months ago

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

This employed Financial Advisor position offers a unique opportunity to inherit an existing client bank across the Oldham, Huddersfield, and Manchester area.

You will take over the ongoing financial planning servicing with a focus on achieving a high retention of clients. Typically, the client bank provided will validate your salary, providing you with a strong foundation to build on and motivation to identify and write new business. Often, the inherited client banks have rich levels of new business opportunity.

About the Company

Premier Jobs UK Limited is a growing IFA firm led by highly respected names within the financial services industry. Our company is focused on creating an inclusive culture with goal-based financial planning for clients. We are keen to build a great place to work, with a friendly team that is passionate about treating everyone fairly and an ethos of promoting wellbeing, whilst also rewarding generously.

Key Responsibilities
  • Deliver quality client service as a Financial Advisor
  • Have 3+ years of financial planning experience
  • Be fully Diploma qualified in financial planning
  • Be enthusiastic for your profession; be forward thinking; do the right thing and actively care for your clients and colleagues
Benefits
  • Salary up to £60,000 depending on experience with an uncapped OTE
  • Uncapped bonuses
  • Plus company benefits including pension, life assurance, group income protection, health cash plans, and salary exchanges
  • Excellent ongoing employee wellbeing programmes
  • Home-based role with some face-to-face client meetings and visits to the office