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Senior Financial Consultant

1 month ago

Newbury, West Berkshire, United Kingdom Premier Jobs UK Full time

Financial Advisor Opportunity

We are seeking an experienced Financial Advisor to join our team in a home-based role. As a Financial Advisor, you will be responsible for providing financial planning advice to clients, understanding their current and future goals, and designing strategies to match their objectives.

You will have the opportunity to work with an existing client bank, servicing clients and converting business opportunities provided by the company's marketing initiatives. You will also be expected to build the portfolio through proactive activities, including asking for referrals, networking, and utilizing social media.

Requirements

  • You should be a Level 4 Diploma qualified Financial Advisor with CAS status for financial planning advice.
  • Our client is happy to consider individuals relatively early in their advising career, with a strong desire to succeed in a home-based role.

Working Arrangements

You will deliver advice to clients through a mixture of in-person meetings, virtual meetings via Microsoft Teams, and in one of the company's regional offices.